"A Day with Fred Reish" 

DATE: Tuesday, August 10, 2010

TIME SCHEDULE:

• 8:00 – 8:30 Registration, Networking & Continental Breakfast Served
• 8:30 – 10:30 Required Disclosures, Service agreements and Schedule C
• Break
• 10:45 – 12:15 Deferrals, Target Date Funds and Guaranteed Minimum Withdrawals
• Lunch
• 1:15 – 3:00 Hot Topics and Recent Benefits Issues
  

LOCATION SPONSORED BY:

Cooley Godward Kronish, LLP
4401 Eastgate Mall
San Diego CA  92121-1909
858-550-6011
Windansea Conference Room

Seating is limited to the first 50 responses.  Parking is free.

About our speaker:
FRED REISH is an ERISA attorney whose practice focuses on fiduciary responsibility and plan operational issues. His clients include plan sponsors and fiduciaries, broker-dealers and RIAs, recordkeepers and TPAs and other financial service companies and providers. He was recognized as one of the 15 “Legends” of the retirement industry by plansponsor magazine. Fred also received awards for:  the  401(k) Industry’s Most Influential Person by 401kWire; the Commissioner’s Award and the District Director’s Award by the IRS; the Eidson Founder’s Award by the American Society of Pension Professionals & Actuaries (ASPPA); the Institutional Investor and the plansponsor  magazine Lifetime Achievement Awards; and the ASPPA 401(k) Leadership Award. In addition, he has been recognized in the legal community as a Charter Fellow of the American College of Employee Benefits Counsel and as one of “The Best Lawyers in America.” He has written 350 articles and four books about retirement plans, including a monthly column on 401(k) fiduciary issues for plansponsor magazine. Fred Co-Chaired the IRS Los Angeles Benefits Conference for over 10 years, served as a founding Co-Chair of the ASPPA 401(k) Summit , and has served on the Steering Committee for the DOL National Conference.

Check Mailing Instructions

Checks can be made out and mailed to:   
San Diego Chapter of NIPA
P.O. Box 927288
San Diego, CA 92192-7288 

Register for Fred Reish Event