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The Center for Due Diligence’s
2009 Advisor Conference
October 5-7, 2009—Scottsdale, AZ
Two of the firm’s partners will be speaking at the CFDD 2009 Advisor Conference on October 5th-7th in Scottsdale, Arizona. [Read More]
National Society of Compliance Professionals Conference
October, 6, 2009—Philadelphia, PA
Jason Roberts will present "Advanced ERISA: The Pension Protection Act of 2006- Its Impact on Advisers and Brokers" and "Fiduciary Compliance and ERISA Plan Governance."
Transamerica Retirement Services Regional Sales Conference
August 20, 2009—Chicago, IL
Jason Roberts will present "Washington/Industry Update."
LPL National Sales Conference
August 15, 2009—San Diego
Jason Roberts will present a pre-conference workshop.
Transamerica Retirement Services Regional Sales Conference
August 13, 2009—Chicago, IL
401(k) Due Diligence Conference
August 3-4, 2009—Boston
ASPPA 401(k) Summit
March 22-24, 2009—San Diego
Fred Reish will moderate a general session on “Plan Sponsor Perspective from Inside the Beltway” and co-present a workshop on “ERISA Section 408(b)(2) – What is Working for Broker Dealer Members and Registered Investment Advisors.” Bruce Ashton will also co-present a workshop on “Managing Fiduciary Responsibility: How to Properly Establish and Work with Retirement Committees.” [Read more]
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100 Most Influential People in Defined Contribution
The 401kWire recently determined the 401(k) Industry’s 2009 Hundred Most Influential Persons. Fred Reish was ranked 2nd and Bruce Ashton was ranked 48th most influential person in the 401(k) industry. [Read more]
PLANSPONSOR's 15 Legends of the Retirement Industry
PLANSPONSOR acknowledges the contribution of 15 "Legends," individuals who have in the past decade and a half, made a lasting contribution to the nation's retirement security. They are leaders, innovators, partners—some have challenged the status quo, others have laid the foundation for a new one, and still others have helped negotiate the period(s) in between.
Ashton Testifies at a DOL Hearing
On March 31, 2008, Bruce Ashton testified on behalf of the American Society of Pension Professionals & Actuaries (ASPPA) and the Council of Independent 401(k) Recordkeepers (CIKR) before a DOL ERISA 408(b)(2) fee disclosure public hearing. [Oral Testimony]
Lawyers honored in the Best Lawyers in America
Fred Reish and Bruce Ashton were recently selected by their peers for inclusion in The Best Lawyers in America 2008. Celebrating over 20 years of research and publication, The Best Lawyers in America has been regarded as the preeminent referral guide for the legal profession. The lists are compiled through a confidential peer-review survey in which thousands of lawyers in the U.S. evaluate their professional peers. For more information about the publication and the selection process, click here. (Copyright 2007 by Woodward/White, Inc., of Aiken, S.C.)
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