Independent Fiduciary Training

The first Fiduciary Symposium was a huge success. Over 1,500 professionals have inquired about attending one of several 2010 symposiums. We encourage you to learn more about how you can benefit and profit from the knowledge conveyed. Email Mike Alfred for more information about how to receive an invitation.

Read the PDF files below for more information.

• An introduction to independent fiduciaries
• Multiple Employer Plans - The Platinum Standard: Part 1 Part 2
• Broker-Dealers and Other Non-Fiduciaries as Fiduciaries?
• 4-part series on delegation by plan sponsors
• Radio show interview of Matthew D. Hutcheson by Employee Benefit Advisor: Entire EBA Interview
• Radio show interview with Gary Allen & Matthew Hutcheson: Part I Part II Part III Part IV