In this session we will discuss:
- Fees – understand what you are paying for, comparing costs to the value of the services provided and developing a benchmark strategy.
- Self – Directed Brokerage Accounts – a review of fiduciary compliance issues that arise with self-directed brokerage accounts as an investment option within a 401(k) plan.
Speakers
- J. René Toadvine, Office Managing Shareholder, Littler Mendelson
- Bill Flannigan, VP - Retirement Plan Manager, Merrill Lynch
- Jim Clardy, Senior Financial Advisor, Merrill Lynch
Please register by May 12, 2014
Breakfast & Registration: 7:30 am – 8:00 am
Program: 8:00 am – 9:00 am
Location:
Merrill Lynch
150 North College Street
Suite 2800
Charlotte, NC
Continuing Education: CLE credit pending approval and PHR/SPHR credit has been approved
Questions? Email Kellie Nurko or call (973) 848-4752
Speakers
