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A Better Partnership


May 2015
May 06, 2015
2015 West Michigan Fiduciary Forum

Frederik Meijer Gardens | Hosted By: Plante Moran, BeManaged & Warner Norcross & Judd

1:00 - 4:00 pm

You are invited to join the 2015 West Michigan Fiduciary Forum. Escalating plan litigation, increasing audit activity, hidden fees, conflicts of interest, confusing terminology, and constant law changes can make serving as a retirement plan fiduciary an intimidating prospect. The forum will feature three sessions that will address fiduciary challenges, strategies and best practices from the perspective of an ERISA attorney, a plan-level fiduciary consultant and participant-level fiduciary.

Wednesday, May 6, 2015
Frederik Meijer Gardens, Garden View Room

1000 E. Beltline Ave., NE
Grand Rapids, MI 49525

RSVP by Thursday, April 30th.

Session 1 Understanding and Overcoming Retirement Plan Fiduciary Challenges - Heidi Lyon, Warner Norcross & Judd

This session will review the legal framework applicable to retirement plan fiduciaries, address the most significant challenges fiduciaries are facing today, and discuss best practices for overcoming these challenges.

Session 2Why You Should Consider a Fee Policy – Dori Drayton, Plante Moran Financial Advisors

Session 3 Improving Retirement Outcomes through Financial Wellness and Participant Advice – Chad Griffeth, BeManaged

Panel Discussion followed by Wine and Cheese Social

There is no cost to attend this informative roundtable event.

NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.



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