Mark Glatley, Retirement Plan Investment Consultant, JP Morgan Asset Management, Defined Contribution Investment Services to Speak at the Knowledge Groups Event
Summary
In addition, higher educational institutions are subject to pressure to reduce expenses while expanding programs creating conflict to where resources should be applied to attract, retain and matriculate faculty, staff and students.In this Live Webcast, a team of thought leaders assembled by The Knowledge Group will give a boot camp on how colleges and universities can increase the effectiveness of their retirement plan compliance program and best practices.The panel will discuss best practices on how to coordinate and to monitor essential plan operations, conduct investment option assessments, manage and report appropriately to regulatory agencies, implement financial stewardship, and spot and respond to red-flag situations.In addition, higher educational institutions are subject to pressure to reduce expenses while expanding programs creating conflict to where resources should be applied to attract, retain and matriculate faculty, staff and students.The panel will discuss best practices on how to coordinate and to monitor essential plan operations, conduct investment option assessments, manage and report appropriately to regulatory agencies, implement financial stewardship, and spot and respond to red-flag situations.Key Topics IncludeRegulatory OverviewClass Action Lawsuit UpdateBest Practices for:Fund performance measurementFund fee analysisFund selectionvendor management & analysisRisk AssessmentData Management and reporting for annual audit & best practicesA plan sponsor’s viewFiduciary Stewardship & Call to actionOn-going review & oversightAbout The Knowledge Group/The Knowledge Congress Live Webcast SeriesThe Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives.