Retirement Plan Trends & Best Practices (2021)

Type: Webinar Recordings
Price: $0.00
 

Description

Retirement Plan Trends & Best Practices
Wednesday, September 29 | 10:00 AM - 10:30 AM | FREE Webinar

Presented by: Tyler Papaz, Principal, Senior Consultant & Director of Private Wealth, Cornerstone Independent Asset Management

Offered in Partnership with: Cornerstone Independent Asset Management, proud Accessibility Sponsor of the 2021 Collaborative Conference

Resilience is built upon a foundation of many things, not the least of which is having tools in place to cope with change. This has always been the case when it comes to planning for our financial futures when we exit the workforce. So how can employers invest in retirement resilience for their staff? Let’s find out with investment consulting firm Cornerstone Independent Asset Management!

This seminar will focus on four areas that nonprofits should be addressing within their group retirement plan, including:

  • Fiduciary oversight
  • Participant advocacy
  • Investment selection & monitoring
  • Plan design decisions

Best practices and trends within these four areas will be introduced to give attendees a better understanding of the complexities involved in administering a retirement plan.

Join us for a crash course in building resilient retirements for all our hardworking nonprofit staff!

Once you have purchased this webinar, you will be emailed the link and password to access the video. The login credentials will go to the email that you list when you check out. If you have any questions, please contact PANO's Administrative & Operations Specialist, Faduma Hasson, at faduma@pano.org or 717-265-9387.

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