Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Yoga Lessons for Investment Fiduciaries
Pension Risk Matters [Opinion] Sept. 12, 2013
"Part-time habits seldom generate results.... An investment that makes sense for one portfolio may be imprudent for another organization.... Investment fiduciaries need to allocate sufficient time and energy for continuing education ... [and] understand what ineffective fiduciaries have done and avoid their mistakes, whenever possible.... Getting bogged down with details and ignoring the constructs such as prudence and loyalty could pave the way for litigation, poor performance and worse.... [K]now that your work -- if done well -- has a highly positive impact on countless individuals."
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