Join Cowden Associates on January 31, 2008 for a complimentary breakfast and seminar. Recent guidelines regarding default investments and fee disclosures have added important clarification. Process and documentation are critical features. This seminar will focus on practical examples and walk through actual case studies. Topics to be covered include:

• Formation and duties of an Investment Committee
• Review/creating Investment Policy Statements
• Investment review and selection of plan offerings
• Qualified Default Investment Alternative (QDIA)
• Full fee disclosures
• Performance monitoring and changes in offerings
• Documenting the process and rationale
• Employee communications
• Evolving DOL Fee disclosure requirements including 5500 data

This is your opportunity to learn the critical features of process and documentation requirements now required by Plan Sponsors.

Date of Event: Thursday, January 31, 2008, Registration/Breakfast: 9:00 a.m. – 9:30 a.m., Seminar: 9:30 a.m. – 11:00 a.m.
Sponsor Organization: Cowden Associates, Inc.
Location of Event: Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA 15222

SPEAKERS

James J. Bartoszewicz, President/CEO, Cowden Advisers, Inc.
Elliot Dinkin,, Cowden Advisers, Inc.
Jere Cowden,, Cowden Advisers, Inc.

Please R.S.V.P. by January 23, 2008 via email, or to:
Laura Swager
Phone: 412-394-9330
Fax: 412-394-9324

Investment Advisory Services offered through Financial Telesis, Inc.