SIGN UP NOW!
It's FREE!

Create a Profile and Start Networking with HR Professionals
Register Now - It's Free Registration info
 
Member Content
Blogs | Questions | Files | Events | HR Groups | Members
PHR/SPHR Exam Prep Course
HRCI Recertification


  • Upcoming Events
  • Past Events
  • Public Events

More Webcasts

Upcoming Webcast
5th August 2014, 2:00 PM

The Personal Excellence App by HR.com

Upcoming Webcast
6th August 2014, 10:00 AM

Contractor Safety Considerations

More Virtual Conferences

Upcoming Conference
13 August - 14 August 2014

Social Media and Employee Communications

Upcoming Conference
25 August - 26 August 2014

Online Staffing and Sourcing

My Events
View and edit your current events.
Add Event

Click the "add event" button to create a listing for your event

Advertise Here

Selecting An Advisor, Practical Steps for Benchmarking, Evaluating and Ensuring Value

Topic:
Selecting An Advisor, Practical Steps for Benchmarking, Evaluating and Ensuring Value
Date:
November 8, 2012 at 2:00 - 3:00 PM ET
Presenters:
Brant Griffin, Partner and Co-Founder (North Pier Fiduciary Management)
webcastImgVirtual
Description

Selecting the Right Advisor for Your Company’s Retirement Plan

Prudent and Practical Steps for Evaluating, Benchmarking and Ensuring Value

Within the human resource profession, it is an understanding that selecting the right person for any job is crucial. This webinar will hope to show that selecting the right Advisor for your company’s retirement plan is deemed just as important. Especially since making a prudent selection is mandated by Federal law (ERISA).

Retirement plan fiduciaries (and others with plan oversight responsibility) have an elevated responsibility when tasked with selecting or evaluating an Advisor. This session will provide you with a background and tools so you and your organization can make educated decisions when involved in an Advisor search or evaluating an existing Advisory relationship.

The session begins by delving into the basics of fiduciary responsibility and the importance of understanding the unique differences of Advisory firms. To provide a historical context to the discussion, North Pier will review the evolution of the qualified plan advice market and provide a frame of reference for the remainder of the webinar. We will touch on how you can assess your organization’s advisory needs before we investigate the distinct cultures and business models that exist among Advisory firms and the resulting trade-offs. We will also discuss and provide the necessary tools to identify and recognize business practices of Advisory firms that are conflicts and that may affect the advice provided to you and your employees.

Finally, we will review plan sponsor best practices your organization may employ in evaluating your plan’s Advisory relationship to ensure that you are receiving the optimal set of Advisory services for your plan at a competitive price.

This session provides an open forum where you will also have the opportunity to ask questions and address any concerns regarding your organization’s plan Advisory arrangements.

Who Should Participate
This session is appropriate for all human resources professionals, including individuals who manage or have oversight responsibility for their employer’s qualified retirement plan.
What You Will Learn
This session will allow the participants to learn
  • Understand the basics of fiduciary responsibilities
  • Learn how to evaluate your organization’s plan Advisory needs
  • Learn prudent and practical steps for benchmarking, evaluating and ensuring Value in your organizations Advisory relationship
Recommended Resources
  • Securities and Exchange Commission
  • Selecting and Monitoring Pension Consultants – Tips For Plan Fiduciaries
    Click here
  • Department of Labor
  • Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
    Click here
  • Rocco DiBruno
  • Best Practices For Plan Investment Committees
    Chapter 8: Hiring a Pension Consultant

    North Pier Fiduciary Management
    We have Questions. – Do You Know the Answers?
    A Due Diligence Resource for Retirement Plan Sponsors
    How to Evaluate your Retirement Plan: Advisors, Investment Committees and Providers
    Communities
    Benefits
    Retirement Benefits
    401(k)
    Plan Options
    Healthcare Legislation and Compliance
    Benefits - Cost Containment, Audits and Legal Risks
    Presented by
    spacer
    speaker spacer
    Brant Griffin
    North Pier Fiduciary Management

    View Profile
    spacer
    Event Sponsors
    North Pier Fiduciary Management
    NULL
    File List
    Feedback
    Name Comment Rating
    Image of Jeff Dussault Jeff Dussault
    Pendor Group
    4 / 5
    Very Good Presentation
    Image of Nick Bakios Nick Bakios
    Darden Restaurants Inc.
    4 / 5
    Very Good Presentation
    Image of Joy Dettorre Joy Dettorre
    IBM Corporation
    4 / 5
    Very Good Presentation
    5 / 5
    Excellent Presentation
    Image of Barbara Broderick Barbara Broderick
    Kinder Morgan, Inc.
    4 / 5
    Very Good Presentation
    Image of Deirdre Robinson Deirdre Robinson
    The Donohoe Companies, Inc.
    5 / 5
    Excellent Presentation
    Image of Katie Brisley-Logue Katie Brisley-Logue
    YAI/NIPD Network
    4 / 5
    Very Good Presentation
    Image of Kelly Minor Kelly Minor
    Regions Bank
    4 / 5
    Very Good Presentation
    Image of Kathy Maurer Kathy Maurer
    Iasis Molecular Sciences
    5 / 5
    Excellent Presentation
    Image of Brian Diehl Brian Diehl
    Parker Hannifin
    3 / 5
    Good Presentation
    Image of Laurie Rhind Laurie Rhind
    LRhind Consulting
    4 / 5
    Very Good Presentation
    Image of Jarrod Hough Jarrod Hough
    Volkswagen of America Inc
    3 / 5
    Good Presentation
    Image of Ricki Davidson Ricki Davidson
    Chickasaw Nation
    5 / 5
    Excellent Presentation

    Do you have any comments that you would like to share about the value of this session?

    Please help others considering viewing the archive understand the value of the session. How would you rate this presentation?
    Excellent        Very Good        Good        Fair        Bad       

    Are you becoming an industry expert? Each One Hour Webcast on HR.com is reviewed and can qualify for an Institute for Human Resources credit. The Institute for Human Resources Certification Program provides HR Professionals with an opportunity to specialize in one vertical or domain, making them an Industry Expert. Each of HR.com’s webcasts are reviewed and evaluated against the verticals/domains criteria, and one credit hour can be applied to the appropriate vertical or domain.
    For more information regarding the IHR Certification Program, please click here or visit: http://www.hr.com/en/ihr_certifications/
    Did you know that each one-hour webcast is submitted to qualify for HR Certification Institute recertification credits? The archive of the webcast also qualifies recertification credits, for one (in some cases two) year(s) after the original broadcast. You can get your PHR, SPHR, GPHR and credits all without ever leaving your desk. We know how busy today's successful HR professionals are, which is why we're committed to delivering the best education to you in an easy and entertaining format. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org
    "The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be pre-approved for recertification credit."
    WorldatWork Society of Certified Professionals. Recertification credit for this event applies to the Certified Compensation Professional (CCP®), Certified Benefits Professional® (CBP), Global Remuneration Professional (GRP®), Work-Life Certified Professional (WLCP®), Certified Executive Compensation Professional (CECP™) and Certified Sales Compensation Professional (CSCP™) designations granted by WorldatWork Society of Certified Professionals.

    Recertification credit for this event can be taken by entering it into your online WorldatWork Society recertification application and entering the program date, title and length. Please note that the CECP and CSCP designations require a minimum number of credits from executive and sales compensation-related activities. For more information on recertification, visit the WorldatWork Society recertification webpage at www.worldatworksociety.org/recertification.


    Sitemap   |   Advertise With Us