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Fiduciary Due Diligence Retirement Seminar

November 11, 2009

Groom attorneys David Levine and Bill Sweetnam and Nichole Reidy from SageView Advisory Group will discuss the following topics at a "Fiduciary Due Diligence Retirement Seminar and Luncheon" on November 11, 2009 in Richmond, VA.

  • Capitol Hill update on pension funding legislation, defined contribution plans, executive compensation and health care reform highlights
  • Common fiduciary pitfalls and recommendations to ease the administrative burden for Plan Sponsors
  • How to implement the above mentioned best practices, real life examples. 

The lunch will be followed by a roundtable discussion, "Specific Challenges for 403(b) Plans."

Please see the attached invitation for further details and registration information.

View the Invitation