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View More Press Releases by USI Consulting Group

Press release:

The Trusted Advisors: Insights into the Latest Trends Within the Defined Contribution Industry

Issued by: USI Consulting Group

Date: Dec. 19, 2011

The Trusted Advisors: Insights into the Latest Trends Within the Defined Contribution Industry

Date: Wednesday, January 18, 2012
Time: 12:00 NOON 1:30 PM ET

The defined contribution plan serves as the primary retirement vehicle for millions of American workers in the public, private, and not-for-profit sectors.  Responding to employer and employee needs, as well as a turbulent economy, the defined contribution industry and federal regulators are continually developing new products, services, and regulations to help workers achieve a successful retirement.  

As 2012 approaches and employers begin reviewing their retirement benefits plan offerings, a panel of experts will discuss the latest trends in the defined contribution industry. The panel consists of:

David L. Musto, Managing Director and Chief Executive Officer, J.P. Morgan Retirement Plan Services

Paul W. Denu, Senior Vice President and Defined Contribution Practice Leader, USI Consulting Group

Gary S. Young, Esq., Partner, Herrick, Feinstein LLP

Russell B. Shinsky, CPA Partner, Anchin, Block & Anchin LLP

Each panelist brings a particular area of expertise and perspective to the discussion; investment manager, service provider, consultant, ERISA counsel, and auditor.

This webinar will cover a broad range of topics related to defined contribution plans, including:

The formation and role of  Retirement/Investment Committees
Plan sponsor and fee disclosure issues
Developing and monitoring plan investment structures
Defined contribution plan operations
Register quickly and easily online to secure your space now. Or, please call 1-800-372-1033 option 6, then sub-menu option 1, and refer to date and title of conference. Lines are open Monday through Friday from 8:30 a.m. to 7:00 p.m. ET, excluding most federal holidays.  

Don't miss this opportunity to hear a lively, dynamic presentation. Not only are Webinars an excellent way for you to stay current; with IOMA you also get:  

Quality. Count on it. Nothing is canned.  
Objectivity. IOMA provides you with the best and most objective information. Unlike other companies, we don't use our Webinars as a forum to sell outside solutions.  
Affordability. IOMA Webinars are inexpensive compared to the cost of travel to attend a conference. Plus, you may use a speakerphone and invite as many of your colleagues as you want to listen in-all for the price of a single registration.  
Convenience. No airlines. No travel. No time out of the office.  

In addition, you'll receive:  

Personal attention. Once you've registered, send your questions in advance to rbronson@bna.com and they'll be included in the program. You'll also have a chance to ask your questions during the Webinar.
Follow-up materials. You need no materials upfront to follow along to our live conference. But IOMA always issues a follow up e-mail with contact information for our speakers, as well as other materials related to the topic.  
1.0 CPE or 1.5 HRCI credits by attending this Webinar. Find out how.   
  
BNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Prerequisite: No prerequisites required
Level: Basic
Delivery Method: Group-Internet
Advanced Preparation: None required
Recommended CPE Credit: 1.5

Recordings of the program do not qualify for CPE credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 800-372-1033.

For more information: http://ioma.bna.com/trusted-advisors-19143/

View More Press Releases by USI Consulting Group


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