San Jose, California

Thursday, May 27th, 2006  - 11:45am to 1:30pm

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

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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.

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   The Hotel De Anza
   Click on Picture  for details

      The Boardroom
      233 West Santa Clara Street, San Jose

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