The Business Forum

"It is impossible for ideas to compete in the marketplace if no forum for
 their presentation is provided or available"     -      Thomas Mann, 1896


A Business Forum Open Discussion Luncheon

Costa Mesa, Orange County, California

Wednesday, June 28th, 2006  - 11:45am to 1:30pm

 Experts Attending from: 401(k) Advisors, Inc.


401(k) Plans
Fiduciary Liability Requirements

Fiduciaries of qualified plans are required “to act with the care, skill, prudence and diligence under the prevailing circumstances that a prudent person acting in a like capacity and familiar with such matters would use.”  Over time this has evolved to become known as the “prudent expert” rule.  Fiduciaries lacking this type of knowledge (conceivably making them an “expert”) are directed by the regulations to hire one.  Unbeknownst to them, this is where many fiduciaries have failed to meet the mark, due to the widely held acceptance that registered representatives and/or registered investment advisors (RIA’s), are “experts”, when, in fact, the standards they must meet are minimal in scope and content.


  The South Coast Plaza Hotel
   Click on Picture of Hotel for details


    666 Anton Boulevard, Costa Mesa  


If you have questions regarding this meeting, please call 310-550-1984 or email us at [email protected]

There is of course, absolutely no cost and no obligation whatsoever
placed upon our guests who attend - even valet parking will be paid.

A RESERVATION IS REQUIRED

Registration Form

FOR YOUR SECURITY ONLY YOUR ORGANIZATION NAME WILL APPEAR ON YOUR CONFIRMATION

 Your Name:
 Your Title:
 Your Company:
 Your Address:
 City, State & Zip Code:
 Your Phone:
 Your Fax:
 Your E-Mail:
 What is your business:
 Number of Employees:
 The Luncheon will be on:

 Reply: (Choose an Answer)


 

Business Forum Round Table Luncheons put all of our guests, the moderator and the experts from the host organization at the same table, in an open conversation that is allowed to develop after everyone has introduced themselves. These smaller forums are particularly suited to the introduction of new technologies, services and products in great detail and allow for an interactive, intimate and stimulating conversation. They are ideal for dealing with ideas or policy, as the moderator always ensures that everybody is given time to contribute to the conversation, should they wish to join in the debate.


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The Business Forum
9297 Burton Way, Suite 100
 Beverly Hills, CA 90210
 Tel: 310-550-1984 Fax: 310-550-6121
 bizforu[email protected]

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