Webinar: Best Practices Conference: Managing Your Investment and Retirement Plan Committees by PLANSPONSOR

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About This Webinar

Should you have two committees—one for investments and the other for plan administration? Who should be on the committee/s? How often should they meet, and what should meetings address? Panelists will answer these questions, plus discuss recommended practices for committee member training and documentation of meetings.

Presenters

Alison Mintzer

John Manganaro

Managing Editor, PLANADVISER.com

George Sepsakos

Principal at Groom Law Group, Chartered

George Sepsakos represents clients on a broad range of ERISA, federal tax and securities law matters. His practice is primarily focused on issues related to Title I of ERISA, including fiduciary responsibility and prohibited transaction issues. For example, George’s practice includes:

Regularly defending plan trustees, fiduciaries, and service providers in investigations and enforcement proceedings brought by the Department of Labor.
Representing clients in front of the Department of Labor (DOL), Internal Revenue Service (IRS) and Securities and Exchange Commission (SEC), seeking advisory opinions, prohibited transaction exemptions, no action letters, and other guidance.
Counseling banks, broker-dealers, recordkeepers, investment managers and advisers and other financial services companies on the structuring and marketing of retirement plan services and products.
Advising clients on compliance with DOL’s final regulation defining the term “fiduciary.”
Regularly counseling large employers and plan committees to develop processes and best practices regarding plan investments, including the acquisition and management of employer securities, and plan governance matters.
Conducting reviews and internal audits of plan governance and administrative practices.
George is a frequent speaker and author on a range of employee benefits related topics. Prior to joining the firm, George worked as an ERISA Enforcement Advisor within the Office of Enforcement of the Department of Labor Employee Benefits Security Administration.

Kevin Skow

Vice President, Retirement Plan Consultant Regional Director at Francis Investment Counsel

Skow serves as the firm’s plan design, administration, and operational consultant. He co-leads Francis Investment Counsel’s Minnesota division located in the Twin Cities and has over 20 years of retirement plan recordkeeping and consulting experience. Prior to joining Francis, Skow was a partner and senior consultant for a large international consulting, actuarial, and employee benefits firm. He has his B.A. in Communications from Marquette University and is a credentialed member of the American Society of Pension Professionals & Actuaries (ASPPA).