What do plan sponsors need to know when managing or reevaluating a retirement plan? Defining the plan design, overseeing governance, and providing fiduciary education are only a few of the issues that need to be reviewed and addressed. How can best practices be implemented to ensure the correct actions are being taken?

Join our presenters, Ballard Spahr’s Brian M. Pinheiro and Portfolio Evaluations’ Attila Toth, Jean Martone, and Julie Yusko, in this free webinar as they discuss how plan sponsors develop best practices in retirement solutions.

Topics

  • Plan Design - reviewing current funds, investment guidelines, vendor contracts, fee and benchmark analysis, and meeting participants’ needs 
  • Governance - developing and implementing reporting formats, district education of best practices, transparency, rules, and efficiency 
  • Investment Management - oversight and performance evaluation monitoring of investment managers to ensure compliance with laws and regulations
  • Search, Review, and Selections - providing investment manager/vendor/consultant search and selection

Program

11:00 AM – 12:00 PM ET | Webinar

Speakers

Brian M. Pinheiro, Practice Leader
Employee Benefits and Executive Compensation Group, Ballard Spahr

Attila Toth, Partner, Co-Founder
Portfolio Evaluations, Inc.

Jean Martone, Director, Retirement Plans
Portfolio Evaluations, Inc.

Julie Yusko, Senior Consultant
Portfolio Evaluations, Inc.

This program is open to retirement plan sponsors. There is no cost to attend. This program is not eligible for continuing education credits.

Please register at least two days before the webinar. Login details will be sent to all approved registrants approximately 24 hours before the webinar. For more information, contact Lisa Prickril at prickrill@ballardspahr.com.

Event Materials

Webinar slides >
Webinar replay >