Featured Jobs


Retirement Plan Administrator (Kennett Square PA)

Senior Qualified Plan Administrator (Miamisburg OH)

NQ Client Services Manager (Lake Mary FL / Dallas TX)

Regional Sales Vice President, Outside Retirement Sales Consultant (Marlton NJ / Telecommute)

Compliance Manager (Ponte Vedra Beach FL)

Compliance Administrator III (Chico CA / Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More University Conference Services Webcasts and Conferences

Best Practices for an Effective Retirement Plan Committee

University Conference Services

June 22, 2017
Recorded Online
Webcast

Forming a retirement plan committee is the easy part. Running an effective retirement plan committee meeting on an ongoing basis, however, can be a challenge.

In this session, attendees experience a mock retirement plan investment committee meeting complete with an agenda that includes a variety of topics of critical importance to plan sponsors. Building a core fund menu, replacing active investment options, crafting meeting minutes, annual due diligence procedures, and other best practices will all be covered in detail. Plan sponsors will walk away with a firm grasp of how to take immediate action to strengthen the processes and procedures used when structuring their retirement plan committee meetings.

Presenter: Sara R. Matlock, Senior Investment Advisor, SWBC Retirement Plan Services

Continue by clicking on the following link:
https://www.youtube.com/watch?v=JcWe_45rb2g

© 2019 BenefitsLink.com, Inc.