LAMCO Attending This Week’s NAPA DC Fly-In Forum

LAMCO’s Mark Lamoriello, President/Chief Investment Officer, and Andrew S. Zito, Executive VP, Retirement Plan Services, have been selected to participate as delegates to the National Association of Plan Advisors’ (NAPA) DC Fly-In Forum, an exclusive gathering of leading retirement plan advisors on July 21-22.

Delegates will hear updates on federal regulations affecting the retirement plan industry from top congressional leaders, including Speaker of the House John Boehner (R-Ohio) and Sen. Jon Tester (D-Montana), who currently sits on the Senate Appropriations and Banking Committees. Discussions about the Labor Department’s fiduciary proposal will include remarks from Deputy Assistant Secretary of Labor Judy Mares, as well as Tom Selman, Executive Vice President, Regulatory Policy and Legal Compliance Officer at FINRA.

On the agenda:

  • Labor Department audits
  • Special panel of ERISA litigators will share insights on the issues, lessons learned and best practices emerging from the revenue-sharing litigation (Tibble v. Edison International)

Mark and Andrew will have an opportunity to meet one-on-one with congressional representatives to share insights from the experiences they have on a daily basis with business owners and plan participants.

Follow Mark and Andrew on our Facebook Page (LAMCOAdvisory) and Twitter (@LAMCOAdvisory) to get first hand feedback on this year’s topics.

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