W. Andrew Larson, Director of Retirement Education, Retirement Learning Center, LLC, Columbia Threadneedle Investments to Speak at the Knowledge Group’s Event
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that W. Andrew Larson, Director of Retirement Education, Retirement Learning Center, LLC, Columbia Threadneedle Investments will speak at the Knowledge Group’s webcast. For further details, please visit: https://theknowledgegroup.org/event-homepage/?event_id=2745
New York, NY, May 05, 2017 --(PR.com)-- About W. Andrew Larson
With over 30 years of experience in the financial services industry, Andy Larson is a respected authority and a frequent lecturer and author on industry topics.
Mr. Larson’s background includes extensive product design for plan sponsors and advanced sales support for intermediaries who work with qualified plans. As a retirement industry executive, he ran the consulting and training group for Universal Pensions, Inc. Mr. Larson has served as an adjunct professor for the Central Lakes College system in Minnesota and provides expert witness services on numerous industry topics.
A graduate of the University of St. Thomas in St. Paul, Minnesota, Mr. Larson maintains a Certified Pension Consultant designation from the American Society of Pension Professionals and Actuaries
About Columbia Threadneedle Investments
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $454 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives (as of 12/31/16). Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc.
Event Synopsis:
Continued class action lawsuits against retirement plans has put colleges and universities under considerable pressure by participants, counsel and vendors. Which is often confusing and difficult to manage. 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. Effective retirement plan compliance requires that key administrators and staff have a thorough working familiarity with retirement plan regulatory framework and best practices.
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.
Key Topics Include
Regulatory Overview
Class Action Lawsuit Update
Best Practices for:
Fund performance measurement
Fund fee analysis
Fund selection
vendor management & analysis
Risk Assessment
Data Management and reporting for annual audit & best practices
A plan sponsor’s view
Fiduciary Stewardship & Call to action
On-going review & oversight
About The Knowledge Group/The Knowledge Congress Live Webcast Series
The 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. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/
With over 30 years of experience in the financial services industry, Andy Larson is a respected authority and a frequent lecturer and author on industry topics.
Mr. Larson’s background includes extensive product design for plan sponsors and advanced sales support for intermediaries who work with qualified plans. As a retirement industry executive, he ran the consulting and training group for Universal Pensions, Inc. Mr. Larson has served as an adjunct professor for the Central Lakes College system in Minnesota and provides expert witness services on numerous industry topics.
A graduate of the University of St. Thomas in St. Paul, Minnesota, Mr. Larson maintains a Certified Pension Consultant designation from the American Society of Pension Professionals and Actuaries
About Columbia Threadneedle Investments
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $454 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives (as of 12/31/16). Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc.
Event Synopsis:
Continued class action lawsuits against retirement plans has put colleges and universities under considerable pressure by participants, counsel and vendors. Which is often confusing and difficult to manage. 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. Effective retirement plan compliance requires that key administrators and staff have a thorough working familiarity with retirement plan regulatory framework and best practices.
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.
Key Topics Include
Regulatory Overview
Class Action Lawsuit Update
Best Practices for:
Fund performance measurement
Fund fee analysis
Fund selection
vendor management & analysis
Risk Assessment
Data Management and reporting for annual audit & best practices
A plan sponsor’s view
Fiduciary Stewardship & Call to action
On-going review & oversight
About The Knowledge Group/The Knowledge Congress Live Webcast Series
The 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. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/
Contact
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
646-844-0200
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Thomas LaPointe, Jr., Executive Director
646-844-0200
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Contact
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