Agenda

7:30 a.m.

Registration
Continental Breakfast

8:00 a.m.

Conference Begins

8:15 a.m.

Session One
ERISA, the Pension Protection Act and Pending Legislation
Thomas Bergh, J.D. - Partner, Varnum Law

8:55 a.m.

Session Two
Maximizing Plan Sponsor and Participant Value Through Plan Design
Lawrence Raymond - President, Alliance Benefit Group of Michigan

9:45 a.m.

Session Three
Revenue Sharing: A Fiduciary Danger Zone
Brian Lakkides, AIF® - President, Corporate Plan Administrators, Inc.

10:25 a.m.

Session Four
Participant Education, Service and Advice Under the Pension Protection Act
Ted Lakkides, CFP® - Director, Workplace Financial Literacy, Michigan Council on Economic Education

11:15 a.m.

Keynote Address
Fiduciary Best Practices: The Key to Improved Quality and Accountability
Donald Trone, AIFA® - President, Foundation for Fiduciary Studies

12:15 p.m.

Lunch
Q&A with Panel of Conference Speakers

1:30 p.m.

Conference Adjourns

Special Keynote Address

Event Sponsors



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