Hosted By: Plante Moran, BeManaged & Warner
Location: Frederik Meijer Gardens, 1000 E. Beltline Ave., NE, Grand Rapids, MI 49525
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 2 – Why 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.