2011 Semi-Annual Meeting

October 17, 2011 - 11:45 AM

Wrigley Room

Hyatt Regency Chicago

151 E. Wacker Drive

Chicago, Illinois 60601 USA

11:45 AM                           Buffet Lunch

                                           Executive Board Address

                                           Advisor Search RFP Template Initiative

   ING

   Steve Davis

   National Vice President, Mid Market Sales

                                           Financial Literacy Initiative

1:30 PM                             Break

1:45 PM                             Roundtable Discussions – Topics based on survey findings / issues in day-to-day practice (Best Practices)

                                           Presentation / Discussion – Professional Retirement Plan Advisor Study – Preliminary Findings

                                           Action Plan and Next Steps

4:00 PM                            Adjourn