FiduciaryNews

Event Schedule

Event Schedule

Check out these organizations if you’re interested in hearing Christopher Carosa speak on 401k fiduciary and investing matters:

2014, October 15, Wednesday, 11:45am-12:45pm – “Using Proven Psychological Tools to Motivate Plan Sponsors and Participants to Implement Your Recommendations” – CFDD Conference, San Antonio Texas

2013, October 25, Friday, 1:00am-2:00am – “401k Fiduciary Liability in a Multi-Vendor Environment” – Fiduciary & Investment Risk Management Association – Current Risk Issues Seminar, Deloitte & Touche, New York City, New York

2013, October 4, Friday, 9:15am-10:15am – “401k Fiduciary Liability in a Multi-Vendor Environment” – Fiduciary & Investment Risk Management Association – Current Risk Issues Seminar, Key Center, Cleveland, Ohio

2013, September 17, Thursday, 10:30am-12:00noon – “Retirement Saving & Planning: Problems & Solutions” (Panel) – The Academy of Behavioral Finance & Economics – The 2013 Annual Meeting, DePaul University, Chicago, Illinois

2013, January 18, Friday, 11:30am – “Easy as 1,2,3 : How to Live the Retirement You Deserve” – Brockport Auxilery Services – State University College at Brockport, 350 New Campus Drive, Brockport, New York

2012, October 11, Thursday, 1:30am – “Easy as 1,2,3 : How to Create a 21st Century 401k Investment Policy Statement” – FA/PW Fiduciary Gatekeeper Summit, Boston, Massachusetts

2012, April 27, Friday, 11:30am – “Easy as 1,2,3 : How to Create a 21st Century 401k Investment Policy Statement” – fi360 Annual Conference, Chicago, Illinois

0 Comments

No Comments Yet!

There are no comments at the moment, do you want to add one?

Write a comment

Only registered users can comment. Login

Vote in our Poll

The 401(k) Fiduciary Solutions Book

Order Your 401k Fiduciary Solutions book today!

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.