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Event Details

    Legislated Changes and Your Retirement Plan

    Date: May 17, 2012, 11:15am – 1:00pm
    Organizer:
    Jim Jandora
    Location:
    Hickory Stick at Highlands Golf Course 875 Sports Way, Elgin, Illinois 60123
    Price:
    $20 - members; $25 - member's guests; $40 - non-members for all monthly programs unless otherwise indicated.
    Event Type:
    Meeting
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    Although sweeping change is not expected in an election year, 2012 will bring some changes to 401(k)s and other retirement plans.  James Jandora and Martin Cozzi will provide an overview of what is happening in the following areas:

    1)      Fee Disclosure for Title 1 ERISA Plans

    a.       Sponsor Fee Disclosure

    b.      Participant Fee Disclosure

    c.       Electronic Delivery of Fee Disclosure

    2)      Fiduciary Standards

    a.       ERISA Fiduciary Advice

    b.      SEC Fiduciary Advise

    3)      Benchmarking Plans

    4)      Advice Access

    HR Professionals attending this seminar will be brought up to date on these important areas of retirement planning.

     

     

    Biographies

     

    Martin Cozzi:  Martin has over 25 years of Sales and Sales Management experience in Retirement Planning and the Voluntary Employee Benefits Industry.  He holds the position of Vice President, Retirement Plan Manager for the Bank of America/Merrill Lynch Retirement Group.  His responsibilities include marketing and sales of Defined Contribution, Defined Benefit and Non-Qualified Plans.

    James R. Jandora: Jim Jandora is a Financial Advisor in the Oak Brook, IL, office. He is also designated as a Certified Special Needs Advisor (CSNA). One area of focus is retirement plan solutions for his corporate clients; providing solutions for Defined Contribution, Defined Benefit and Non-Qualified Plans.

     

    Reservations not cancelled 24 hours prior to the meeting will be charged the cost of the meal. 

     

    Please bring your old cell phones for our Cell Phones for Soldiers Program

    Reservations not cancelled 24 hours prior to the meeting will be charged the cost of the meal.