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The 20 Rising Stars of Mutual Funds - 2008
The 20 Rising Stars of Compliance - 2007
The 20 Rising Stars of Retirement Plan Advisors - 2007
The 20 Rising Stars of Wealth Management - 2007
The 20 Rising Stars of Hedge Funds - 2007
The 20 Rising Stars of Real Estate - 2007
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Critical Intelligence for the
Mutual Fund and Defined
Contribution Communities

11:28 PM, Jul. 23, 2008
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20 Rising Stars of Mutual Funds - 2008
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The 20 Rising Stars of Fixed Income
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Defined Contribution & Savings Plan Alert Events

 
The SPARK Institute 403(b) Issues & Answers Forums 
Austin, TX - August 18-19 & Palm Beach Gardens, FL - September 4-5 August 18, 2008 - September 5, 2008
 
New IRS 403(b) plan regulations will soon require major changes by K-12 schools, universities, hospitals and non-profit organizations. The SPARK Institute 403(b) Plans Issues and Answers Forums will help employers, third party administrators, plan advisors, and others involved in 403(b) plans understand, prepare for and capitalize on the opportunities created by the new rules.  Attendees will learn about best practices for plan management and ongoing compliance, the differences between ERISA and non-ERISA plan requirements, and how to benefit from the new regulations.
 
 

 

 
http://www.sparkinstitute.org/403b-conference.php  
 
 
SunGard Advanced Pension Conference 
Marriott Chicago Downtown - Chicago September 3, 2008 - September 5, 2008
 

Leading ERISA experts present the most current analysis of new legislative and regulatory guidance. Join us and learn all about new disclosure mandates for 401(k) fees, EGTRRA updating, how to handle IRS and DOL audits, participant disclosure update, cash balance plans for DC administrators, practical advice on 403(b) plans, and much more. Plus, "Ask the Experts" workshop, more concurrent sessions, and over 900 minutes of CE credits. Online registration is now available.

 
http://www.relius.net/Events/seminardetail.asp?CID=25117&SEL=Description  
 
 
Healthcare M&A and Corporate Development 
Loews Vanderbilt Hotel - Nashville, TN September 22, 2008 - September 23, 2008
 

 

 
http://www.insightinfo.com/index.cfm?ci_id=25514&la_id=1  
 
 
CFDD 2008 Advisor Conference 
Fairmont Scottsdale Princess Resort October 13, 2008 - October 15, 2008
 

An Industry In Transition:  Old Model Is Mature, New One Is An Infant

More than 1,200 retirement plan specialists will attend the CFDD's October 13-15, 2008 Advisor Conference at the Fairmont Scottsdale Princess Resort.

The content rich program will help retirement plan specialists adapt, identify growth trends, distinguish their value and network.  In addition to advanced content for specialists, the agenda will help other intermediaries develop retirement plans business and open the door to wealth management opportunities

More than fifty accomplished  advisors and a Who's Who of industry experts will participate in the bottom-up event that includes keynote sessions, over fifty different breakout sessions, pre-conference training, a charity golf event, a Kick-Off Party, raffle prizes and a  Harley-Davidson motorcycle grand prize. 


 

 
http://www.thecfdd.com/CFDDconference2008  
 
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