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Covering the Bases -- Agreements, Practice Standards and Minutes

University Conference Services

Aug. 26, 2014
Recorded Online
Webcast

It has often been said that the devil is in the details.

This webinar guides you through the universal problems presented by the agreements, practice standards and minutes associated with retirement plan investments.

Leave this session with actionable solutions to these common problems and the tools you need to move forward.

Presenter: Bradley D. Ferguson, Vice President, Institutions, SWBC Retirement Plan Services

Continue by clicking on the following link:
https://www.youtube.com/watch?v=ZB2VYMf6Xpc&feature=youtu.be

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