Three timely questions that could save your company hundreds of thousands of dollars

  1. As a retirement plan fiduciary, do I have personal liability?
  2. What are my fiduciary responsibilities?
  3. How can I protect myself and my company?

How confidently did you answer? The Department of Labor has now begun to enforce the new Fiduciary Rule, with full implementation enforcement beginning January 1, 2018.

Limiting Your Fiduciary Liability

July 18, 3:00 to 5:00 p.m.

[Conference Center] [Address] Chicago, IL

July 19, 8:00 to 10:00 a.m.

[Conference Center] [Address] Oak Brook, IL

As a self-trusteed retirement-plan sponsor, we invite you to a complementary compliance forum where we’ll cover the answers, review fiduciary litigation in the retirement industry, and discuss the most recent updates to the new DOL fiduciary regulations. You’ll learn from and be able to question experts in fiduciary law, IRS and labor regulations, and plan design and administration.

Participation limited to just 25 per forum. Reserve now at [URL] or call 800.548.2994

Featuring Noël P. Goudreau, J.D., Senior Counsel, Miller Canfield, Chicago IL

Noël Goudreau advises owners of privately-held entities on fiduciary duties.  She also advises investment advisory firms with regard to customer transitioning, regulatory concerns, investment advisor representatives and supervision, and general contract matters.

Moderated by J. Ryan Bryte, Senior Vice President, American Trust Retirement, Dubuque, IA

Ryan Bryte is responsible for managing American Trust Retirement, including sales, service, and continued development of the retirement solution. Today, American Trust Retirement is recognized as a top retirement plan provider in the nation by PLANSPONSOR magazine.

Moderated by Andrew C. Atseff, Investment Advisor Representative, Sentinus, Joliet, IL

Andrew Atseff advises successful business owners, executives, and entrepreneurs looking to enjoy and protect their lifestyles and pass on their wealth. His company, Sentinus, provides comprehensive and personalized wealth management solutions tailored to each client’s specific needs.

Sponsored by American Trust Retirement and Sentinus (logos)