7:30 – 7:50 Breakfast
7:50 – 7:55 Bill Robinson
Introduction
7:55 – 8:20 Andy Muldoon
Investment Outlook and the Human Side to Investing in a 401(k) Plan
8:20 – 8:45 Bill Robinson
Fiduciary Duty and the Voluntary Compliance Program
8:45 – 9:00 Susanne Hauk
Using a Corporate Trustee to Fulfill Your Fiduciary Duty
Please join us for a breakfast seminar as we discuss investment outlook and how to protect yourself as a fiduciary. We will help you understand what your fiduciary duty is and how to minimize your potential liability in order to alleviate the potential pitfalls that can be encountered.