Upcoming Seminar New Fee Disclosure Requirements
"Exploring the New DOL Fee Disclosure Rule - There's No
Such Thing As a Free Lunch"
FIT Capital Management, LLC, an independent SEC Registered
Investment Adviser, focuses exclusively on qualified retirement
plans. Our mission is to reduce your fiduciary liability through
education and guidance, while providing a high level of service
with fully disclosed fees using the latest tools of behavioral finance.
FIT Capital Management, LLC would like to invite you to attend
our upcoming seminar, "Exploring the New DOL Fee Disclosure
Rule - There's No Such Thing As a Free Lunch" featuring
special guest speaker Christopher Carosa, President of Carosa
Stanton Asset Management, LLC.
What you can expect to learn:
- Minimum DOL fee disclosure reporting
requirements
- Recommended fee disclosure reporting
requirements
- The right questions to ask in order to
discover hidden fees
- How to increase plan value and reduce your
fiduciary liability
As a result of attending our seminar, you will better understand how
to reduce your fiduciary liability, improve your 401k plan value and
decrease the costs of plan services. |
