WP&BC Portland Online Webinar: On Beyond Fiduciary: Effective Plan Governance presented by Andrew Larson, CPC, Retirement Learning Center, LLC

  • Tuesday, October 20, 2020
  • 11:00 AM - 12:00 PM
  • Webinar


Registration is closed

WP&BC Portland Chapter Online Webinar

On Beyond Fiduciary:  Effective Plan Governance 

Andrew Larson, CPC

Retirement Learning Center, LLC

Tuesday, October 20, 2020 

   11:00 a.m. to 12:00 p.m.

An often overlooked aspect of qualified retirement plan operations is the need for a prudent and comprehensive governance process. Plan rules and procedures are often contained in a series of governing plan documents and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities.  By creating a governance process, plan officials can help ensure plan operations are consistent and adhere to fiduciary standards. 

Attend this course to

  • Understand the importance of a plan governance process 
  • Assist plan sponsors and committees in becoming better consumers of fiduciary services
  • Identify and address actual and potential conflicts of interest 
  • Avoid the legal implications of inconsistent plan-related documents, service agreements and contracts
  • Assess educational needs of committees and plan officials

With over 35 years of experience in the financial services industry, Andy is a respected authority, frequent lecturer and author on industry topics. Andy’s background includes managing and consulting with major recordkeeping platforms, extensive product design for plan sponsors and advanced sales support for intermediaries who work with plans. As a retirement industry executive, he ran the recordkeeping and consulting practice for Universal Pensions, Inc. (UPI), and headed the BISYS Corporate University. He has served as an adjunct professor for the Central Lakes College system in Minnesota, and provides expert witness services on numerous industry topics. Andy is co-author of RLC’s book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors. He is a graduate of the University of St. Thomas in St. Paul, Minnesota, and maintains a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries. 

Registration Pricing
Portland Chapter Members:  Free
Non-Member:  $20

Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, and NIPA.

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