Tribal Webinar: Uncovering 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, Paul Madrid, Principal of REDW Stanley Financial Advisors, will guide you through the different roles and responsibilities of each provider and will detail some important best practices you should adopt to provide the best service for the plan.
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 Webinar: Uncovering 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:||To register, click here|
|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.