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SUMMIT TALK 16

An ERISA § 3(38) arrangement represents the highest level of investment liability transfer possible under ERISA for a plan sponsor, but does it make sense for you to take on that responsibility?

In a workshop at the 2018 NAPA 401(k) SUMMIT titled Source ‘Spots’ – Is 3(38) Worth It?, you’ll find out what you need to know to make an informed decision for your practice.

The Panel:

Chris Dubie, CRPS (Provocateur)
Senior Vice President, Financial Advisor, Corporate Client Group Director, Morgan Stanley Wealth Management  

Michael Esselman
Director of Investments, 401k Advisors Intermountain

Rita Fiumara
Senior Vice President, UBS

The NAPA 401(k) Summit
If you miss it, you’ll be missing out!
Nashville, Tennessee
April 15-17, 2018
http://napasummit.org

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