Don’t Go It Alone! Leveraging Retirement Plan Partners to Meet Your Responsibilities and Save Yourself Time | Sessions

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Concurrent Session
Don’t Go It Alone! Leveraging Retirement Plan Partners to Meet Your Responsibilities and Save Yourself Time
In-Person Friday 09/10/2021 01:45 PM - 02:45 PM   Add to calendar

Competencies: Business (Behavioral), Organization (Technical), Workplace (Technical)
Workplace Application:
Attendees will learn what resources are available to help their organization engage with prudent experts to manage its retirement benefits plans. 

A panel discussion with professions representing a Retirement Plan Sponsor, Recordkeeper, Third Party 3(16) Administrator and ERISA Law Firm.  Learn about how these critical constituents work together to ensure a retirement plan sponsor’s fiduciary responsibilities are met. The added bonus – engaging with prudent experts is encouraged by ERISA and can give you the time to focus more on your business. In just 60 minutes you will attain some critical tips to get your retirement plan where it needs to be!

Learning Objectives: 

  • Learn how to fulfill your fiduciary responsibilities.
  • Understand what resources are available to outsource certain fiduciary functions.
  • Learn what is on the mind of the Department of Labor and their areas of focus for audits.
  • Hear directly from a plan sponsor about how to maximize relationships with retirement plan providers.
Danielle Mahoney Photo
Presenter:
Danielle Mahoney, VP of Human Resources and Training,
Insight Credit Union
The Hon. Bradford P. Campbell Photo
Presenter:
The Hon. Bradford P. Campbell, Partner,
Faegre Drinker Biddle & Reath LLP
Brian Nickolenko Photo
Presenter:
Brian Nickolenko, Senior Business Development Manager,
Transamerica
Rich Rausser, CPC, QPA, QKA Photo
Presenter:
Rich Rausser, CPC, QPA, QKA, Senior Vice President, Client Services ,
Pentegra
Kevin Mahoney Photo
Moderator:
Kevin Mahoney, Managing Director, Senior Institutional Consultant,
Raymond James