April Lunch Meeting: Due Diligence When Replacing Plan Vendors

Please join us for Due Diligence When Replacing Plan Vendors, presented by Matt Rinkey, Illumination Wealth. Topics covered include:

• Why The Due Diligence Process Starts From Within Not From RFPs
  
• The Top 10 Checklist For Your Vendor Due Diligence
  
• How the Fiduciary Rule Impacts Your Plan Vendor Decisions
  
• The Landscape of Plan Fees and How They Impact Your Vendor Choices

This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. 

The reservation deadline for the meeting is Thursday, April 13th.

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