Fiduciary Education and Compliance Symposium

The first annual Metro Detroit Fiduciary Education and Compliance Symposium will be held from 8:00 a.m. – 1:30 p.m., Thursday, September 20. The conference will focus on the future of 401(k) plan design, implementation, administration and participant service. Special emphasis will be placed on increasing civil litigation issues and federal regulatory attention being directed at plan sponsors and their fiduciary responsibilities. CPAs attending this conference will earn 3.5 hours of Continuing Education (CE) credits.

Conference topics include:

• ERISA, the Pension Protection Act and Pending Legislation
• Maximizing Plan Sponsor and Participant Value Through Plan Design
• Revenue Sharing: A Fiduciary Danger Zone
• Participant Education, Service and Advice Under the Pension Protection Act

The keynote topic will be “Fiduciary Best Practices: The Key to Improved Quality and Accountability” presented by Donald Trone, AIFA®, president of the Foundation for Fiduciary Studies. Trone is widely considered to be the leading expert on fiduciary responsibility and was named one of the 50 most influential people in the retirement industry in 2007.

The conference is sponsored by: Corporate Plan Administrators, Corp! and Varnum Law with support from Alliance Benefit Group of Michigan, the Michigan Council on Economic Education, Cygnet Financial Freedom House and Fiduciary Analytics.

Click Here to Register Now

Conference Rates

$99 Early Bird Special until August 30
$125 September 1 - 14
$140 After September 14

The conference will be held at:

Novi Sheraton Hotel
21111 Haggerty Rd.
Novi, Michigan
Click here for driving directions

For more information, please contact us at (800) 754-9933 or via email at info@fiduciaryconference.com.