A Good Process = Good Results. Proper Retirement Plan Management
Seating Instructions: Seating is first-come, first-served. Reserved seating options are available for accessibility and accommodations. For detailed accessibility information, visit INFO > FAQs in the app.
Are you responsible for managing your organization's retirement plan? The key to success is a strong process. I know, it sounds boring but this presentation won't be! We will coach you through what proper plan management looks like, ideal fiduciary practices, a sample retirement plan committee meeting, investment monitoring practices, and what partners are necessary to ensure your organization's success. We'll share real life successes and failures that will help you create a successful process for your organization!
Learning Objectives:
- Understand fiduciary liability and how to mitigate.
- Establish and run a proper Retirement Plan Committee.
- Discover what partners to engage to support your retirement plan.
- Properly monitor investments.
Direct Link to Session Materials: If the speaker provides session materials, you can access them via the app, web format or at https://presentations.shrm.org/.
Live Streaming and Recording: Unless marked 'in person only,' all sessions are live-streamed on the app or web format and available for replay 30 days after the event.
Acknowledgment of Technical Issues: While rare, technical issues may occur during sessions. We appreciate your patience as we quickly address them.
Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.
Jeanne J. Sutton
Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.
Bryan Peebles
Bryan Peebles is a Managing Director with Strategic Retirement Partners in the Nashville region and an Investment Advisor Representative with Global Retirement Partners. He works with plan sponsors to design, implement, and maintain their firm's retirement plans and educates participants on how to help meet their retirement goals.
A graduate of the Financial Planning program at Western Kentucky University, Bryan has earned his Chartered Retirement Plan Specialist (CRPS) designation through the College for Financial Planning and Certified Plan Fiduciary Advisor (CPFA) designation via the National Association of Plan Advisors.