Where
Frost Tower Conference Room401 Congress Avenue, 11th Floor
Austin, TX 78701
Driving Directions
ML&R Wealth Management:
Retirement Plan Forum
Please join us for an interactive workshop designed to provide practical and actionable information to help plan sponsors manage fiduciary responsibilities and alleviate the administrative burden.
Featured Guest Speakers:
Joshua Sutin, ERISA Attorney, Dykema Cox Smith
Scott Bosworth, Vice President, Dimensional Fund Advisors
Topics Covered:
Understanding Fiduciary and Regulatory Responsibilities
Implementing a Prudent Investment Approach
Structuring an Effective Retirement Plan
Case Studies and Interactive Panel Discussion
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Tuesday, May 17, 2016
Registration & Lunch: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 4:00 p.m.
Cocktail Reception: 4:00 - 5:30 p.m.
Frost Tower Conference Room
401 Congress Avenue, 11th Floor
Austin, TX 78701
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Lunch will be served and parking will be validated.
Please see below to RSVP by Tuesday, May 10, 2016.
4 hours of continuing education credit provided to
CPAs and ASPPA members.
We hope you will join us for this exclusive event!