Steve Saxon is the keynote speaker for the Center for Due Diligence (CDD) 2010 Advisor Conference October 6-8, 2010 in Chicago, IL. His keynote speech will address the 401(k) fee disclosure, investment advice, guaranteed income, fiduciary status and funding initiatives currently under consideration in Washington, DC, and how the legislation will affect plan sponsors and their fiduciary obligations. David Levine will serve as a speaker on the panel, “You Can Lead Them To Water, But You Can’t Make Them Drink,” on October 7. The session will discuss the new Department of Treasury and Department of Labor regulatory requirements for 403(b) plans and the compliance requirements and the audit risks posed to these 403(b) plan sponsors.


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