02 Feb February 02, 2015

Jay Kessler asked to return as speaker for Boston Fiduciary Summit

Samet speaks at 2015 boston fiduciary summit


Jay Kessler, Managing Shareholder, has been asked to return as a speaker at the 2015 Boston Fiduciary Summit on March 25.  The summit is an educational workshop for CFOs, Human Resources & Finance Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.  Industry experts will  discuss fiduciary issues impacting plan sponsors.   


Topics to be Discussed

  • Financial Considerations when implementing plan design and automatic feature changes
  • Evaluating the reasonableness of plan fees
  • Target date fund panel:  Alliance Bernstein, more TBA
  • Ask the Experts:  Local professional panel
  • Washington DC update – What to expect in 2015


If you are interested in attending this event, please view the details here.