AWAI MASTER CLASS SERIES

Your Response to the Chevron 401(k) Lawsuit

Ascende Wealth Advisers, Inc. (AWAI) is teaming up with John Hancock to host a lively discussion covering a high-profile legal case rocking the retirement plan industry. On February 17, a lawsuit was filed against Chevron Corp. over excessive fees and inappropriate investment options in their 401(k) plan. While the bulk of the lawsuit doesn’t cover new ground, an interesting facet of the claim is an accusation of a breach of fiduciary duty, due in part to the fact Chevron failed to offer a stable value fund instead of a money market fund.

Join us April 7 for an action plan protecting your organization from similar lawsuits. You won't want to miss AWAI, a Top 100 Plan Adviser Team in the country, discussing important issues with a world-class money manager of fixed income products. We want plan sponsors to leave feeling confident about their fiduciary responsibility. Join us to ensure you're well prepared to manage your plan in today's economic environment.

Event Details:

  • Thursday, April 7, 2016
  • Del Frisco's Steakhouse
  • 5061 Westheimer Rd
  • 11:30 a.m. to 1 p.m.
  • Click here to register

For more information, please contact us at 713-629-9666 or marketing@ascende.com.