A Good Process = Good Results. Proper Retirement Plan Management | Sessions

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Concurrent Session
A Good Process = Good Results. Proper Retirement Plan Management
Monday 06/24/2024 11:00 AM - 12:00 PM   Add to calendar

Competencies: Business (Behavioral), Organization (Technical) | Intended Audience: Senior-Level
Workplace Application:
This presentation will demonstrate, with real life examples, how a proper Retirement Plan Committee is ran and what processes your organization needs to provide a strong retirement plan and reduce fiduciary liability. 

Are you responsible for managing your organization's retirement plan? The key to success is a strong process. I know, it sounds boring but this presentation won't be! We will coach you through what proper plan management looks like, ideal fiduciary practices, a sample retirement plan committee meeting, investment monitoring practices, and what partners are necessary to ensure your organization's success. We'll share real life successes and failures that will help you create a successful process for your organization!

Learning Objectives:

  • Understand fiduciary liability and how to mitigate.
  • Establish and run a proper Retirement Plan Committee.
  • Discover what partners to engage to support your retirement plan.
  • Properly monitor investments.
Jeanne J.  Sutton, CFP Photo
Jeanne J. Sutton, CFP, Managing Director,
Strategic Retirement Partners
Bryan Peebles Photo
Bryan Peebles, Financial Benefits Advisor,
Strategic Retirement Partners