Invitation to 2010 Boise Fiduciary Symposium

You are cordially invited to attend the Boise (September 21 & 22) Fiduciary Symposium. Use the link below to complete your registration.

The Fiduciary Symposium is a two day event like none other in the retirement plan industry. It is the most advanced fiduciary training available, and is attended by the industry's top fiduciary practitioners.

The symposium is essentially divided into three parts:

1. Fiduciary philosophy.

2. How to win new business by learning unique skills that enhance trust with plan sponsors and participants.

3. How to service those clients in the capacity of a professional independent fiduciary.

The independent fiduciary business is in demand. It is what plan sponsors want,and what plan participants are beginning to demand. Therefore, independent fiduciaries are shaping the future of the retirement plan business for the better.

We invite you to be part of it. Click here to learn more

Additional Services

Plan Design and Document Services: Matthew D. Hutcheson has designed over one thousand retirement plans. He can design, draft, and maintain your plan documents. He can also assist you with some of the time consuming, mundane day-to-day processes that you would prefer not to do, but are otherwise obligated by law. Ask us what services we can provide to make your life easier.

Expert Testimony: Matthew D. Hutcheson is an experienced litigation and trial expert. Areas of expertise include prudence of investments, selection and monitoring of service providers, conflicts of interest, prohibited transactions, company stock, prudent procedures, proper fiduciary decision making processes, fees/costs, breach of fiduciary duty, and more. For more information about expertise, availability, rates, and specific cases, please email me. Inquiries from legal counsel only please.

The Leadership Link

Did you know that there is a link between great retirement plans and leadership qualities within the companies that sponsor them? For example, the best companies to work for often have the best retirement plans. Coincidence? Not a chance. Would you like to learn more about the leadership link between running a great company and running a great retirement plan? Email me to learn more.

The Independent Fiduciary Symposium (Feedback)

The Independent Fiduciary Symposium is a unique two day training event for professionals such as attorneys, accountants, consultants, investment advisors, and others interested becoming a professional independent fiduciary. The professional independent fiduciary business is not just another "business model." It is a unique profession in and of itself.

Professional fiduciaries are decision makers. Plan sponsors want a worry free plan that functions as it should; one that efficiently creates a secure stream of retirement income for participants. However, many plan sponsors prefer not to be the day-to-day responsible decision maker. They may be too busy with business matters, or they may simply feel overwhelmed by all of the rules, regulations, and fiduciary requirements. Whatever the reason, an increasing number of plan sponsors prefer to outsource the day-to-day responsibilies of the operation and management of their plan to a special type of professional with expertise in performing all plan management and operation functions. That's where independent fiduciaries come in.

The independent fiduciary business is a very rewarding and honorable profession. It requires a significant amount of insight, knowledge, the ability to exercise sound judgment in complex situations. The demand for independent fiduciaries is growing rapidly.

Fiduciary professionals will discover that developing clientelle is actually an enjoyable experience when the methods taught at the symposium are applied. A professional will find the experience to be highly rewarding because clients view the fiduciary with high regard and respect,

The next event is as follows:

Boise Idaho, Tuesday September 21 & 22, 2010. .Tuesday begin at 9 AM and end at 4 PM. Wednesday begin at 8 AM and end at 3 PM. Tuition is $1,500 for first person and $1,000 per additional member of firm. Come see the "blue turf" of the best college football team on earth. Tuesday evening a professionally catered BBQ will be held at the home of Matthew D. Hutcheson. Tuition includes training, materials, and meals.

Next step? Complete the registration form below, and fax it to 1-866-586-8836.

Helpful links:

Becoming an Independent Fiduciary in a Changing World