Trustees, Co-Trustees, Investment Committees,

ERISA Qualified Pension Plans, Profit Sharing Plans & 401k Plan Sponsors,

Third party co-Fiduciaries,

Charitable Trustees and Directors,

Foundation & Endowment Trustees

Private Family Trust Beneficiaries,

ERISA and 401K Plan Participants and Beneficiaries,

Non-profit donors

Expert Witness, Litigation Support Liability and Damages Analysis for plaintiff & defense

• FiduciaryFORENSICS(R)
• Divorce Fiduciary Audit(TM) analyzes 401K and ERISA pension plans and trusts controlled by a spouse or 3rd party in divorce

Training for Trustees, Co-Trustees, Investment Committees, Attorneys & CPAs

• FiduciaryBOOTCAMP(TM)
• Continuing Legal Education (CLE) training for Attorneys
• Continuing Professional Education (CPE) for CPAs

Consulting for:

Trustees and Investment Committees

• FiduciarySCORECARD(TM)
• FiduciaryRx(TM)
• FiduciaryYEARBOOK(TM)
• Qualified Fiduciary Expert - 401k Plans

Trust Beneficiaries, Pension, Profit Sharing & 401k Participants & Non-profit donors

• FiduciarySENTRY(TM)
• StopPonzibeforeitstarts(TM)
• NoPonziNoBFD(TM)

Copyright Chris McConnell & Associates 2003 - 2011.  All rights reserved.