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Protect Yourself and Your Employees Through Effective Governance

03.24.21

Join BPM for “Protect Yourself and Your Employees Through Effective Governance," a one-hour virtual event co-sponsored by Innovest Portfolio Solutions.

Retirement plan committee members and employee benefit professionals can protect themselves and their participants by employing a strategic, thoughtful approach to retirement plan management and oversight. Industry professionals from Innovest and BPM will share the lessons learned from fiduciary breach litigation, regulatory deficiencies and corrective actions, to help you avoid common mistakes that jeopardize your plan and participants. These common risks can be mitigated and save you and your organization time, money and stress, while reducing risk. 

This informative webinar is designed to provide participants useful insights and takeaways.

Date: Wednesday, March 24, 2021
Time: 10:00 am – 11:00 am PT
Location: Virtual

CPE Credit Available 

Speakers:

Nancy Alley

Ryan Davis
Senior Manager, Assurance, BPM LLP  

Ryan has more than a decade of public accounting experience, serving both public and private companies in a variety of industries. He is well versed in providing audit and consultation services for all types of employee benefits plans. In addition to championing BPM’s employee benefit plan practice, Ryan participates in both the American Institute of CPA’s Employee Benefit Plan conference and the American Institute of CPA’s Employee Benefit Plan Audit Quality Center.  

 

Rick Rogers

Rick Rogers , AIFA
Principal and Consultant, Innovest

Rick is a Principal and Consultant at Innovest Portfolio Solutions. He is a member of Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. He has over 30 years of experience working as a consultant and educator to public and private-sector retirement plans. His thoughts, ideas and successes concerning investment consulting, retirement plan design and fiduciary due diligence have been presented to plan sponsors, employee benefits professionals and human resource organizations from coast to coast.