Prepare for the Glare of a
Fee-Sensitive 401(k) Plan World
Tuesday, December 6th
8:00 to 8:30 am Networking
( Continental Breakfast)
8:30 to 10:00 am Presentation
213 International Circle, Hunt Valley
Senior Vice President
Fidelity Investments Institutional Services Company, Inc.*
Harriet L. Doherty, CLU, CRPC
Heritage Financial Consultants
Harriet Doherty and Brian Walsh are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurrance offered through Lincoln affiliates and other fine companies. 307 International Circle, Suite 390, Hunt Valley, MD 21030. CRN201111-2061050
*Not affiliated with Lincoln Financial Advisors Corp.
The Department of Labor has published new fee-disclosure regulations to encourage retirement plan sponsors and participants to become more discriminating consumers. But over the short term, these regulations are as likely to cause confusion as they are to shed more light. This concise presentation will enable you to make informed, intelligent decisions with regard to these new government requirements.
Guests may attend one HVBF Roundtable before joining the HVBF.