2010 Semi-Annual Meeting

2010 Semi-Annual Meeting

Meeting Agenda

October 5, 2010 - 10:00 AM

Chicago Marriott® O'Hare

8535 West Higgins Road

Chicago, Illinois 60631 USA

10:00 AM

Business Session

ü  Mission Statement cabinet report and discussion

ü  Annual report update

ü  Research and PR update

  • White paper
  • Survey and PR

11:30 AM

Dalbar’s advisor support activities and the Registered Fiduciary designation

Strategic Ethos

Don Trone

Chief Ethos Officer


Louis S. Harvey

President and CEO,

12:00 PM

Sponsor views on the value of their plan advisor

Emerging issues – how advisors can stay ahead of discussions

1:15 PM

Need to elaborate and to promote a standard fee disclosure format that includes hard dollars and soft dollars (discussion)

Next steps

2:00 PM




Case Studies

Advisor Search