Target Date Funds—The Looming Liability of Misfit Risk webinar
When

April 07, 2016 @ 2:00 pm - 3:00 pm America/New_York
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Organizer

University Conference Services - Jessica Stygles - Twitter

Host

University Conference Services - Kameron Jones

Attendance Fee
Free

Target date funds continue to gain in popularity as a QDIA for plan sponsors and an easy solution for participants. In February 2013, the Department of Labor issued a Target Date Retirement Funds Fact Sheet focusing on tips for ERISA plan fiduciaries. It is no longer prudent from a fiduciary standpoint to just go with the “house brand” offered by the service provider. Learn how to develop a best practices approach for carrying out fiduciary responsibilities related to evaluation and selection of the most appropriate target date solution for your plan as well as monitoring its ongoing performance.

Participants in the live webinar will earn (1) HRCI general re-certification credit or (1) SHRM re-certification credit.

Why attend this webinar:

1. Participants in the live webinar will earn (1) HRCI general re-certification credit or (1) SHRM re-certification credit.

2. Presented by Kameron Jones, Investment Advisor Representative, NFP

3. Learn how to develop a best practices approach for carrying out fiduciary responsibilities related to evaluation and selection of the most appropriate target date solution for your plan as well as monitoring its ongoing performance.

More information about the speakers:

University Conference Services - Kameron Jones - Investment Advisor Representative - Twitter

Kameron Jones is an RFP specialist and investment advisor representative at NFP. Leveraging his knowledge of the retirement plan marketplace, Mr. Jones conducts RFPs and fee benchmarking for plan sponsors and provides guidance on retirement plan best practices. He began his career at the firm as a strategic partner liaison where he was responsible for consulting advisors on their practice management and helping them deliver top notch service to their plan sponsor clients. Additionally, Mr. Jones managed relationships across the industry with record keepers, asset managers, third party administrators, broker dealers and custodians. He graduated from the University of Pennsylvania with a degree in philosophy, political science and economics.

Mobile ready
Recording available
Slides/PDF available

Information about the Organizer:

For 20+ years, UCS has partnered with major universities to produce high quality executive development conferences for HR, benefits and finance executives from mid-sized employers. Today, our Mid-Sized Retirement & Healthcare Plan Management Conferences are produced in conjunction with the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, one of the country’s most respected business schools.

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