RPA Hosts 2nd Annual Defined Contribution Retirement Plan Committee Seminar
Seminar Helps Committee Members Satisfy MO Trustee Education Requirement.
Chicago, IL, June 06, 2015 --(PR.com)-- Retirement Plan Advisors (RPA), recently hosted its second annual Defined Contribution Retirement Plan Committee Seminar in Clayton, MO on April 21, 2105. The seminar covered issues of interest to trustees of defined contribution retirement plans, such as compliance, administration, trustee responsibilities and risk, and investment policy statements. Committee members who attended the seminar gained Missouri continuing trustee education credit.
Hosted by RPA Financial Advisors Jim Ladlie and Charles (Andy) Trachsel, topics included the legal risks and vulnerabilities plan sponsors face, how to craft a solid Investment Policy Statement, and innovations in defined contribution plans. Mark Delfs, Chief Investment Officer of Retirement Plan Advisors, offered his expertise and perspective on the current macroeconomic climate and implications for retirement plan investment policy and fund selection.
“Trustees for defined contribution retirement plans have a complex set of responsibilities,” according to Joshua Schwartz, CEO of Retirement Plan Advisors. “In a time of increased scrutiny for the retirement plan industry, it’s important for plan trustees to stay on top of current trends and to know their options. Our annual seminar gives committee members this opportunity while satisfying their MO continuing education requirement.”
Additionally, RPA’s seminar presented best practices for mitigating the risk attached to plan trustees’ responsibilities as legal fiduciaries, an industry product roundtable, and plan sponsor panel.
About Retirement Plan Advisors:
A Federally Registered Investment Advisor, Retirement Plan Advisors specializes in providing plan design, consulting services, and investment advice to public sector employers and employees. With offices in Chicago and Missouri, RPA currently serves over 700 governmental retirement plans with $3.4 billion in plan assets.
Hosted by RPA Financial Advisors Jim Ladlie and Charles (Andy) Trachsel, topics included the legal risks and vulnerabilities plan sponsors face, how to craft a solid Investment Policy Statement, and innovations in defined contribution plans. Mark Delfs, Chief Investment Officer of Retirement Plan Advisors, offered his expertise and perspective on the current macroeconomic climate and implications for retirement plan investment policy and fund selection.
“Trustees for defined contribution retirement plans have a complex set of responsibilities,” according to Joshua Schwartz, CEO of Retirement Plan Advisors. “In a time of increased scrutiny for the retirement plan industry, it’s important for plan trustees to stay on top of current trends and to know their options. Our annual seminar gives committee members this opportunity while satisfying their MO continuing education requirement.”
Additionally, RPA’s seminar presented best practices for mitigating the risk attached to plan trustees’ responsibilities as legal fiduciaries, an industry product roundtable, and plan sponsor panel.
About Retirement Plan Advisors:
A Federally Registered Investment Advisor, Retirement Plan Advisors specializes in providing plan design, consulting services, and investment advice to public sector employers and employees. With offices in Chicago and Missouri, RPA currently serves over 700 governmental retirement plans with $3.4 billion in plan assets.
Contact
Retirement Plan Advisors
Justin Brink
312-701-1100
www.retirementplanadvisors.com/
Contact
Justin Brink
312-701-1100
www.retirementplanadvisors.com/
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