How To Review Your Retirement Plan As Plan Fiduciary Featured Presenters: George Cicotte, Esq.: Managing Partner, The Cicotte Law Firm and
Who Will Benefit: About This IAML AudioProSM Conference: The presenters will provide a plan for conducting a fiduciary plan review. Topics include: Featured Presenters: Brian Montanez is the Northern California Regional Director of the Multnomah Group. The Multnomah Group is the leading provider of
fee-only retirement plan and investment consulting services to employer retirement plans in the Western United States, providing investment
consulting, vendor search, benchmarking, and design services. Prior to joining the Multnomah Group, Mr. Montanez was Vice President with CitiStreet
Retirement Services. His professional designations include Accredited Investment Fiduciary (AIF), certified by the Center for Fiduciary Studies;
Qualified 401k Administrator (QKA), Qualified Pension Administrator (QPA) and Qualified Plan Financial Consultant (QPFC), accredited by the
American Society of Pension Professionals and Actuaries (ASPPA). Mr. Montanez holds a B.S. in Economics and Finance from Bentley University. Click here to purchase the CD online using a credit card
You can purchase a CD copy of this program which took place November 19, 2009
Brian Montanez, AIF, QPA, QPFC: Regional Director, Multnomah Group
This intermediate level program is designed for Employee Benefits Managers, HR Directors, Insurers,
Third-Party Administrators and all other employee benefits professionals who are responsible for designing and administering their
employer's or client's retirement plan arrangements.
Being a plan fiduciary entails significant responsibilities. Given recent investment market turmoil and associated vendor complications, many
plan fiduciaries are performing a detailed fiduciary review of their plan. The majority of these reviews are aimed at the proper management
and control of the operation and administration of the retirement plans an employer sponsors. Many human resource and finance executives
find themselves acting in a fiduciary capacity. This program is intended to provide an overview of the best practices of a prudent plan
review that satisfies fiduciary obligations.
George Cicotte practices employee benefits law as the managing partner of The Cicotte Law Firm in Kennewick, Washington. Before founding
the firm, Mr. Cicotte practiced with Covington & Burling in Washington D.C. His broad employee benefits practice involves such diverse
issues as health and retirement plan design, representing employers in labor relations matters, federal taxation, assisting health plans with
HIPAA, COBRA and all other requirements and advising on a myriad of employment and fiduciary responsibility issues. In addition to counseling with
clients on compliance and transactional matters he frequently defends ERISA lawsuits. Mr. Cicotte has authored and co-written several articles and
publications including the employee benefits chapter of The Contingent Workforce - Business and Legal Strategies, published by Law
Journal Press. Mr. Cicotte is a lead instructor in IAML's Certificate in Employee Benefits Law Seminar and is also a frequent speaker for
the Society for Human Resource Management, the Western Pension and Benefits Conference, The National Association of Insurance and Financial
Advisors and the Zero Alpha Group. Mr. Cicotte earned his J.D. from Brigham Young University and his B.A. from the University of Pennsylvania.
He is a member of the Washington, Colorado and Washington, D.C. bars.
Click here to purchase the CD by fax (using a credit card) or by mail
(using a check)