Congratulations are in order to one of Mid Atlantic Trust Company’s Third Party Administration and Record Keeping partners, July Business Services, Inc. for receiving certification from the Center for Fiduciary Excellence (CEFEX) for both plan administration and record keeping. The receipt of these two certifications is surely an accomplishment and well deserved. Congratulations July Business Services, keep up the great work!
Mid Atlantic Trust Company is proud to present Managing Director of Retirement Plan Services at Brinker Capital, Bill Simon, to discuss the opportunities present in the retirement plan marketplace.
Bill will show you how to better communicate with plans sponsors regarding their fiduciary responsibility and the merits of outsourcing that liability to a 3(38) advisor. He will also provide a long term secular market outlook and highlight how managed accounts fit into that context.
Lastly, Bill will present a cutting edge benchmarking and diagnostic tool which can help you uncover retirement plan opportunities.
Title: Mid Atlantic InfoXchange: 401(k): The Plan of Opportunity
Date: Monday, September 24, 2012
Time: 4:00 PM – 4:30 PM EDT
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