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Space is limited. We will confirm your reservation as soon as possible.

Three timely questions that could save your company hundreds of thousands of dollars:

  1. As a retirement plan fiduciary, do I have personal liability?
  2. What are my fiduciary responsibilities?
  3. How can I protect myself and my company?

How confidently did you answer?

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

Limiting Your Fiduciary Liability Forum Dates:

 JULY 18 | 12:00pm to 1:30pm

225 W Washington, Fifth Floor Conference Room,

Chicago, IL

Lunch will be provided

JULY 19 | 8:30am – 10:00am

Chicago Marriott Oak Brook,

Oak Brook, IL

Breakfast will be provided

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.

 Devin Patterson

Sales Executive, American Trust Retirement
My name is Devin Patterson and I will be your contact for the Compliance Forum.
Phone: 800.548.2994

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