Opinions September 9, 2011

Welcome to the Inaugural PLANADVISER National Conference 401(k) Bootcamp!

 As with all our educational events, we want this to be informative AND interactive, and I trust you’ll come prepared to be part of that kind of session. 
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We’ve got some great partners participating in the sessions, and we’re looking forward to spending the morning of the 12th with you.

Below you will find links to .pdfs of materials that we’ll be covering next week (under each agenda item).  Please feel free to print and bring those with you to the bootcamp.

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And if you have not yet had an opportunity to do so, please take a few minutes to give us a little background on you, your experience, and perhaps some specific things you’d like us to cover during that session at https://www.research.net/s/PLANADVISERBOOTCAMPPREVIEW2011.

As a reminder our agenda for that day is as follows:

7:30 – 8:00 Continental Breakfast

8:00 – 9:00  ERISA 101

9:00 – 9:50 Qualified Plan Overview

9:50 – 10:00 Coffee Break

10:00 – 10:50 Fiduciary Responsibilities

10:50 – 11:20 Hot Topics—Investing: Target-Date Funds

11:20 – 11:50 Hot Topics—Industry Trends (no ppt available) 

If you have questions ahead of that session, please feel free to email me.  I look forward to our time together on the 12th. 

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