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Many investment professionals who work with socially conscious investors often feel "alone against the world."  Those who specialize in SRI, get up every morning to continue the uphill trek against "conventional wisdom."  First Affirmative Financial Network hosts regional BaseCamps tailored to meet the needs of these brokers, planners, and advisors. For mountain climbers, a base camp is a place to rest and resupply before returning to their journey up the mountain. We offer such a respite once a year in the five markets where we host BaseCamps, complete with timely topics of interest to clients, expert speakers, and updates from mutual fund companies. 12.09

Friday, November 2, 2007
2:10 PM - 3:10 PM

FAFN: The Pension Protection Act and Your Ficuciary Duties to ERISA Plans and Participants

Speaker(s)
Craig Dewey AIF Cypress Group, LLC

Description
Recent events have brought ERISA Sections 404(a) and 404(c) under scrutiny. This session will examine how Plan sponsors have specific fiduciary responsibilities under the Employee Retirement Income Security Act of 1974 (ERISA) and look at what compliance issues require significant attention. Additionally this session will address the Pension Protection Act and how it affects Investment Advisers.