Regulatory Readiness Seminar in Madison
Categorized under Construction & Real Estate, Manufacturing & Distribution, Schools & Public Entities, Senior Living & Social Services, Transportation, Business Insurance, Employee Benefits, M3 Financial, Seminar.
M3 invites you to attend an educational event, Regulatory Readiness Seminar.
This seminar is by invitation only.
As a client or prospective client of M3, this seminar is offered to you at no cost.
The Retirement Plan industry is about to be hit by a “Regulatory Storm”. A spate of new and proposed regulations from the Department of Labor and SEC on fee disclosure, the definition of who is a “fiduciary” and who can provide advice will reshape the 401(k) and financial services industries. The emergence of these new realities will present new challenges for advisors, broker-dealers, investment managers and plan providers.
The presentation will describe the impact of the regulations on advisors, service providers and plan sponsors and ultimately changing the competitive landscape. It will also examine broader retirement plan industry trends that will affect how advisors and service providers demonstrate their value to plan sponsors and participants.
Speaker:
Jon Blaze of Thornburg Investment Management.
Program Schedule:
Check-in & Refreshments: 8:30 a.m. to 9:00 a.m.
Presentation: 9:00 a.m. to 10:00 a.m.
Question & Answer Session: 10:00 a.m. to 10:30 a.m.
Please register by Thursday, May 5th, 2011.
For assistance, please contact Melody Vos at:
melody.vos@m3ins.com
(608) 288-2859
This event will be held at:
M3 Insurance Solutions for Business
Seminar Room
3113 West Beltline Highway
Madison, WI 53713
