The Fiduciary Game Has Changed

Contacts

Marketing Communications Specialist
+1 763 548 8896

Event Information

Date/TimeTuesday, October 30, 20189:00 AM EDTTuesday, October 30, 201811:00 AM EDT
Location
Troy, Michigan

About This Seminar

Join us for this accredited workshop to gain a better understanding of the key elements and to learn best practices.

We will delve into key topics including:

  • What is a fiduciary and what does it mean;
  • Basics of fiduciary with some real world examples and applications;
  • A review of plan governance, investment options and service fees.

Our goal is to empower you with the tools and resources to address the strategies and trends of 401K plans. 

Location

MMA Office
3331 W. Big Beaver Rd., Ste. 200
Troy, MI 48284

8:30- Registration & Breakfast
9-11- Seminar

Speakers

Mitch Milless, Sr. Vice President, Financial Services
MMA Minneapolis

Alex Moen, CPC, Client Relations Manager, Financial Services
MMA Minneapolis


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CPE Credits
Marsh & McLennan Agency is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Delivery Method: Group Live / Advance Preparation: None / Due to this program being offered free of charge, there will be no refunds issued.

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HRCI Credits
This program has been approved for 2.0 recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HRCI homepage at www.HRCI.org.

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SHRM Credits

This program is valid for 2.0 PDCs toward SHRM-CP and SHRM-SCP recertification.