Fee disclosure is quickly emerging as a hot button issue in the retirement plan industry.

Plan sponsors are increasingly focused on more transparent accounting of 401(k) plan expenses. Knowing what information sponsors are looking for—and how to deliver it—can help you build your business and add significant value to your relationships.

New York Life Investment Management LLC (NYLIM) invites you to join a select group of your peers to learn more about fee transparency on Monday, October 3 at the Fairmont Chicago Hotel.

At this invitation-only event you will:

  Learn more about the topic of fee disclosure and the current trends related to disclosure from noted ERISA attorney Fred Reish of Reish Luftman Reicher & Cohen,

  Get an overview of other current ERISA issues from Mark Niziak, NYLIM Retirement Plan Services' Managing Director of ERISA/Professional Services, and

  Hear about NYLIM's "full fee disclosure" approach and how to use it to add value to your relationships.


Dinner will follow at Gibson's Steakhouse.

  DATE: Monday, October 3, 2005
  LOCATION: Fairmont Hotel
200 North Columbus Drive
Chicago, Illinois
  TIME: 3:00 p.m.—5:30 p.m.
 
It is the responsibility of each attendee to get approval from their
own broker/dealer to attend this session.


NYLIM Retirement Plan Services is a division of New York Life Investment
Management LLC.


Act Now! Space is limited and reservations are required to attend.

To register for NYLIM's Fee Transparency Seminar, please provide the information below:

*all fields are mandatory

*First Name
*Last Name
*Company Name
*Broker/Dealer Affiliation
*Address 1
*Address 2
*City
*State
*Zip Code
*E-Mail
*Phone
*# of current 401(k) clients with assets >$15M   

You will receive an e-mail confirmation of your registration for NYLIM's Fee Transparency Seminar.