May 8 - NAIBD CEO Discussion Panel, National Association of Independent Broker/Dealers, Del Mar (Calif.) Hilton. (858)592-0334 or naibd.org or naibd@naibd.com. 9 -The Final Deferred Compensation Regulations: Act III - What Should Your C ...
May 1- 401k Plan Workshop, SunGard Corbel Inc. Red Lion River Inn, Spokane, Wash. webtechsem@relius.net. 2 - Form 5500 Workshop, SunGard Corbel Inc. Embassy Suites Dallas Park Central; Holiday Inn Rosslyn at Key Bridge, Arlington, Va....
April 25-26 - Independent Firms Conference and Exhibit, Securities Industry Association. InterContinental Buckhead Hotel, Atlanta. Ben Veghte, bveghte@sia.com. 27-28-The Investment Management Institute of 2006: Meeting the Challenge of April ...
February 21 - Cafeteria and HSA Update Workshop, SunGard Corbel Inc. Portofino Bay Hotel at Universal Orlando (Fla.). sungardcorbel.com. 22 - Hedge Funds Conference, New York Society of Security Analysts. American Management Association ...
Political notes and notices of classes, lectures, meetings, activities for seniors and those who are single, workshops and miscellaneous events are published weekly. They include activities of nonprofit groups in Contra Costa County. To have an item considered submit it in writing at least two weeks in advance. Include a...
Political notes and notices of classes, lectures, meetings, activities for seniors and those who are single, workshops and miscellaneous events are published weekly. They include activities of nonprofit groups in Contra Costa County. To have an item considered submit it in writing at least two weeks in advance. Include a...
Byline: Jenna Gottlieb PALM BEACH GARDENS, Fla. - Creative investment education programs that garnered results dominated the 2007 Eddy Awards. Many winners saw increases in their plan enrollment and deferral rates, attendance at workshops and requests for more plan information. ...
November 28 - Fourth annual Broadband Communications and VoIP Conference, New York Society of Security Analysts Inc. NYSSA headquarters. nyssa.org. 29 - Plan Design Workshop, SunGard Corbel Inc. Radisson Martinique on Broadway, New York. webtechsem @relius.net. ...
November 21 - Introduction to the Securities Industry: Structure and Trends training class, Global Investment Operations. Holiday Inn Select. Boston. gioperations.com/training. 21 - Understanding the Structuring Process in Asset Securitization, Securities Industry and Financial Markets...
May 4 - The Real Estate Markets Gala, The Executive Forum. The Harmonie Club, New York. (212)812-4469 or execforum.net. 4-7 - FPA Retreat 2006, FPA Business Solutions. DoubleTree Paradise Valley Resort, Scottsdale, Ariz. fparetreat.org. ...
Lost in the buzz around automatic enrollment for 401k plans is the fact that many companies just aren't ready to take the plunge - but they are willing to adopt "autopilot lite." From simple enrollment forms to hands-on workshops, service providers are marketing 401k solutions that stop short...
OCTOBER 26 - ERISA Workshop, SunGard Corbel Inc. Charlotte (N.C.) Marriott Executive Park. sungardcorbel.com. 26-28 - European Alternative and Institutional Investing Summit, Opal Financial Group Inc. Monte-Carlo Bay Hotel and Resort, Monte Carlo, Monaco. opalgroup.net. ...
OCTOBER 18-21 - Twentieth annual Fall Compliance Conference, National Regulatory Services. Loews Miami Beach (Fla.) Hotel. (860)435-0200 or nrs-inc.com. 18-21 - East Coast National Convention, Investors Capital Corp. Boston Park Plaza Hotel. investorscapital.com....
OCTOBER 18-21 - Twentieth annual Fall Compliance Conference, National Regulatory Services. Loews Miami Beach (Fla.) Hotel. (860)435-0200 or nrs-inc.com. 18-21 - East Coast National Convention, Investors Capital Corp. Boston Park Plaza Hotel. investorscapital.com....
MARCH 17 - 401k Summit, American Society of Pension Actuaries. Manchester Grand Hyatt, San Diego. (703)516-9300. 17 - Fifth annual Anti-Money-Laundering Compliance Conference, Securities Industry Association. Grand Hyatt, New York. (202)216-2000 or sia.com. ...
The 2005 Plan Administrator Skills Workshop sponsored by the SouthWest Benefits Association and the Internal Revenue Service is scheduled from 8:30 a.m. to 4:30 p.m. Feb. 18 at the Oklahoma City Sheraton. Speakers will include John Papahronis and Richard Nix, shareholders and employee benefits attorneys with McAfee...
NOVEMBER 9 - 2004 Cross-Tested Specialty Workshop, SunGard Corbel. Holiday Inn Hotel and Conference Center, Champaign/Urbana, Ill. sungardcorbel.com. 10 - Twenty-seventh annual Westergaard SmallCap Conference, Paulson Investment Co. Inc. Waldorf- Astoria Hotel, New York. ...
Moore, Melody D.Michigan Chronicle10-26-2004Black Enterprise magazine launched the Black Wealth Initiative tofinancially educate the African American community.As part of the initiative, magazine representatives are touring the nationconducting a two-hour presentation, which recently made a stop in Detroit.The magazine partnered with AXA Advisors, a financial advising company, inits efforts to teach...
October 20-21 - MMI Managed Account Solutions Fall Conference, The Money Management Institute. Roosevelt Hotel, New York. moneyinstitute.com. 21 - 2004 Cross-Tested Specialty Workshop, SunGard Corbel. Crowne Plaza North Dallas/Addison Texas; Doubletree Hotel, Kansas City, Kan.;...
