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The Dynamics of Retirement Plans

Defined contribution plans have many moving parts. From participants to sponsors, there are many parties involved and it’s important to understand their roles and how each part affects the Plan’s dynamics.

In this session – the second in a series of three webinars on Tribal Retirement Plans – Paul Madrid, a Principal with REDW Stanley Financial Advisors, will discuss the different roles and responsibilities of each provider serving the Plan. He will also share some best practices you should adopt to ensure you’re doing what’s in the Plan’s best interest.

Through this webinar, you will:

  • Better understand the roles and responsibilities for the many parties involved in employee benefit plans
  • Learn different fee arrangements and how to calculate “All-In” fees
  • Gain insight into the levels of fiduciary responsibilities
  • Leave with some best practices for fulfilling your fiduciary obligation

This webinar qualifies for 1.0 CPE credit. All who register will also receive access to a recording of the webinar after the event, plus other resource materials.

What: Tribal Retirement Plan Webinar #2: The Dynamics of Retirement Plans
When: July 31, 2018 | 10:00 AM – 11:00 AM PDT
Cost: There is no cost to register and attend this webinar
Register: Click here to register
About the Presenter:

Paul has been committed to providing adept, attentive service to his clients since joining REDW Stanley Financial Advisors in 2008. His experience ranges from working with individual clients to large institutions with assets up to $21 billion. Paul acts as an investment consultant with large government institutions and with Native American tribes by providing support to internal audit services, assistance with investment policies, asset allocation design, reviews of investment providers, and trainings on investments and fiduciary responsibilities.

 

Additional Webinars in the Series:

Click on each remaining webinar title below to register. Even if you are unable to attend the live session, those who register can watch the session later, on demand.

June 26, 2018
10-11 am PT
Plan Sponsor Basics: Maintaining Your Organization’s Retirement Plan
August 14, 2018
10-11 am PT
Preparing for an Audit of Your Retirement Plan