2010 Plan Adviser National Conference

David Levine and Roberta Ufford will participate in the 2010 Plan Adviser National Conference on September 20-22 in Orlando, FL. Mr. Levine’s panel, “Money Talks,” will discuss how advisers can justify their fees, what they need to be prepared to disclose, and what questions they should be prepared to answer. Ms. Ufford’s panel, “Keeping Up with D.C.,” will review what is happening at the Department of Labor and in Congress in regards to the retirement plan industry.