BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20180919T160000Z
DTEND:20180919T173000Z
LOCATION:Country Club of Jackson
UID:1686920180919T160000ZA discussion on fiduciary responsibilities and opportunities for 401(k) plan sponsors
DTSTAMP:20260421T151802Z
DESCRIPTION:\nA discussion on fiduciary responsibilities and opportunities for 401(k) plan sponsors.\n What makes a person a plan fiduciary? Your legal obligations as a plan fiduciary The levels of fiduciary outsourcing opportunities for retirement plan sponsors known as 3(21) and 3(38) Outsourcing opportunities for Investment Menu design The benefits and challenges for plan sponsors who offer Customized Managed Accounts \n \n \nPaul R. Dowd, CIMA®\n \nSenior Regional Sales Director\n \nMorningstar Investment Management, LLC\n \nPaul Dowd is a Senior Regional Sales Director for Morningstar Investment Management, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.  He is responsible for presenting retirement plan sponsor advice services and participant advice services to consultants, providers, plan sponsors, and participants.\n \nPrior to joining Morningstar Associates in March 2008, Dowd was a Relationship Manager for DWS Scudder for five years. He also worked for Charles Schwab for seven years as an education consultant covering the entire country. Dowd has conducted well over 5,000 meetings throughout his career. Prior to joining Schwab, he worked in the retirement industry for The Guardian Insurance Company and New York Life Insurance Company.\n \nDowd holds a bachelor’s degree in business/finance from the University of Illinois. He previously held Life and Health Insurance licenses as well as FINRA Series 7, 63, and 65 licenses. Dowd also holds the Certified Employee Benefits Specialist (CEBS) designation. He was on the Plan Sponsor Council of America’s Education and Communication Committee 2003 through 2006.\n
SUMMARY:A discussion on fiduciary responsibilities and opportunities for 401(k) plan sponsors - Jackson Area Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR