The Business Forum

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A Business Forum Round Table Luncheon
The Westin Saint Francis Hotel in San Francisco, California
Pragmatic Solutions to Meeting Your
401(k) Fiduciary Liability Requirements

With Experts provided by:  401(k) Advisors, Inc.


Those accepting our invitation to attend included:  

Benefits Analyst - Morrison & Foerster LLP * Benefits Supervisor - Morrison & Foerster LLP * Purchasing Manager - Blue Shield of California * Procurement & Financial Systems - Blue Shield of California * Senior Counsel - Fremont Group * Special Projects Manager - Fremont Group * Director of Human Resources - Fremont Group * Director of HR Data Management - Del Monte Foods Corporation * Deputy Director, Information Technology Dept. - County of Alameda * Financial Systems Manager - San Francisco Newspaper Agency  Benefits Coordinator - San Francisco Chronicle * Human Resources Director - California Rural Legal Assistance  Human Resources Coordinator - California Rural Legal Assistance * IS Manager - City & County of San Francisco

For the benefit of those of our members and supporters who could not
attend the meeting we present the following white papers, with contacts

Selecting & Monitoring 401(k) Plans

Authored by: Fred Reish, Esq. & Bruce Ashton, Esq.
Reish, Luftman, Reicher & Cohen
Contributed by: 401(k) Plan Advisors, Inc.

The 401(k) market sometimes ignores the central social and legal purpose of these plans: to provide retirement benefits to employees. Sponsoring a plan is not primarily about providing investments, even sound investments (though that is certainly important); instead it is about the adequacy and quality of benefits that participating employees are accumulating for retirement. Fiduciaries in participant-directed 401(k) plans are responsible for managing that process in a careful, skillful, knowledgeable and prudent manner.

For further information contact:

Nick Della Vedova

401(k) Advisors, Inc.

23461 South Pointe Drive, Ste 100
Laguna Hills, CA 92653

Tel: 949-460-9898
Fax: 949-460-9893

[email protected]

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