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Travel & Venue Info


JW Marriott Desert Ridge
5350 East Marriott Drive
Phoenix, AZ 85054

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Monday, September 10, 2012

4:30 p.m. - 5:15 p.m.
Track: Retirement Plans View Track

401(K) UPDATE: EARLY IMPACT OF FEE DISCLOSURE AND FIDUCIARY STATUS RULES

Jeff Atwell, AIF, RF, Sr. V. P. Trust Business Development Officer, ANB TRUST

This session will discuss the new disclosure regulations and the impact of these regulations on plan sponsors and service providers providing services to the qualified plan. The session will assist brokers in defining their role,value and compensation. In addition, this session will compare and contrast the current fiduciary definition with the proposed definition and the potential impact
of the change.

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