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Summary of Resources for:
Trustees, Co Trustees, Investment Committees,
ERISA Qualified Pension Plans, Profit Sharing Plans & 401k Plan Sponsors
Other Investment Co-Fiduciaries,
Non-profit Boards, Foundation Trustees
Private Trust Beneficiaries,
ERISA Qualified Plan Participants and Beneficiaries,
Non-profit donors
Expert Witness, Litigation Support for plaintiff & defense counsel
- FiduciaryFORENSICS™
- QDRAb4QDRO™ analyzes ERISA plans controlled by a spouse involved in divorce
Training for Trustees, Co-Trustees, Investment Committees, Attorneys & CPAs
- FiduciaryBOOTCAMP™
- Continuing Legal Education (CLE) training for Attorneys
- Continuing Professional Education (CPE) for CPAs
Consulting for:
Trustees and Investment Committees
- FiduciarySCORECARD™
- FiduciaryRx™
- FiduciaryYEARBOOK™
- Qualified Fiduciary Expert - 401k Plans
Trust Beneficiaries, Pension, Profit Sharing & 401k Participants & Non-profit donors
Assessments
- CEFEX for investment advisers, investment managers, trustees, investment stewards
Contact us at (310) 943 - 6509
Copyright © Chris McConnell & Associates 2003 – 2007. All rights reserved.
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