Free Educational Seminar

Limiting Your
Fiduciary Liability

Two sessions to choose from

Tue, Sept 12th

Miller Canfield building,
Chicago, IL | 8:30am – 10:00am
Breakfast will be provided

Wed, Sept 13th

Chicago Marriott Oak Brook,
Oak Brook, IL | 12:00pm – 1:30pm
Lunch will be provided

The Department of Labor has now begun to enforce the new Fiduciary Rule, with full implementation enforcement beginning January 1, 2018.

As a self-trusteed retirement-plan sponsor, we invite you to a complimentary compliance forum where we’ll cover the answers, review fiduciary litigation in the retirement industry, and discuss the most recent updates to the new DOL fiduciary regulations. You’ll learn from and be able to question experts in fiduciary law, IRS and labor regulations, and plan design and administration.

Register for free below or call us at 800.548.2994

Featured Speakers

Featuring
Noël P. Goudreau, J.D.,
Senior Counsel, Miller Canfield,
Chicago, IL

Noël Goudreau advises owners of privately-held entities on fiduciary duties.  She also advises investment advisory firms with regard to customer transitioning, regulatory concerns, investment advisor representatives and supervision, and general contract matters.

Moderated by 
J. Ryan Bryte, Senior Vice President,
American Trust Retirement,

Dubuque, IA

Ryan Bryte is responsible for managing American Trust Retirement, including sales, service, and continued development of the retirement solution. Today, American Trust Retirement is recognized as a top retirement plan provider in the nation by PLANSPONSOR magazine.

Moderated by 
Andrew C. Atseff,
Investment Advisor Representative,
Sentinus,
Joliet, IL

Andrew Atseff advises successful business owners, executives, and entrepreneurs looking to enjoy and protect their lifestyles and pass on their wealth. His company, Sentinus, provides comprehensive and personalized wealth management solutions tailored to each client’s specific needs.

About American Trust Retirement

A financial services company with broad shoulders, American Trust offers sophisticated solutions by professionals with decades of experience. American Trust’s Financial Management Group, with assets under management exceeding $2.39 billion, is one of the largest independent Iowa-based trust operations offering wealth management, retirement, investment, and brokerage services.

The foundation of our award-winning retirement services reaches back to the 1950s. In the late 1990s, American Trust began to offer discretionary trust services to the small- to mid-sized retirement market. Now the cornerstones of a quality retirement plan that typically were available to only large clients were available in a bundled approach that brought with it tremendous control and cost savings. These cornerstones–plan design, fiduciary oversight, investments, and cost efficiency, along with service and technology–are our highest aspirations and achievements.

In 2014, American Trust acquired Pension Inc. of Iowa, an unbundled third-party administrator that serviced over $430 million in qualified assets and more than 14,000 plan participants. Through that acquisition, American Trust now provides three models of service: ATAdvantage, a full service solution; ATSelect-Recordkeeping; and ATSelect-Compliance, with an option of a recordkeeping or compliance solution.

As we look ahead, we are poised for continuous growth and success. We are very proud of our heritage and look forward to expanding our horizons. For more information, visit us at americantrustretirement.com.

FORUM Sponsors

Chicago, IL

Limiting Your Fiduciary Liability
Miller Canfield building,
Chicago, IL | 8:30am to 10:00am
Lunch will be provided

Oak Brook, IL

Limiting Your Fiduciary Liability
Chicago Marriott Oak Brook,
Oak Brook, IL | 12:00am – 1:30pm
Breakfast will be provided

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