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Making decisions that impact other peoples’ money is an enormous responsibility. Unfortunately, the reality is that retirement plan committee members are able to spend only a small fraction of their time on it. An efficient and well-functioning plan committee is crucial to the success of your retirement program, but achieving it can be challenging. Cancelled meetings or lack of attendance… unaddressed conflicts of interest… strong views or dominant personalities… These are just a few of the things that can derail a committee’s efforts. We’ll share tips to troubleshoot some of the most common issues standing in the way of committee effectiveness along with personal experience in making them work.
About the Speakers
Tammy Bennett, Independent Consultant
With 30+ years in the industry, Tammy has experienced retirement programs from both the vendor and plan sponsor perspective. Over the course of her career, her roles have ranged from plan administrator at a large recordkeeper/TPA to retirement plan manager within corporate HR teams. Her direct experience spans a multitude of plan types, including profit sharing (current and balance forward), traditional 401(k) plans, and, most recently, ESOP, KSOP and ESPP programs. Across these environments, she has managed transformational projects and complex plans – all while keeping plan compliant – and formed highly functioning retirement plan teams and committees who understand employee needs and meet organizational goals for highly competitive benefits programs.
Lynda Sandersen, Investment Consultant, Bellwether Consulting
Lynda is an Investment Consultant and Partner at Bellwether Consulting, where she is directly responsible for providing investment advice to retirement plan sponsors and other institutional investors. Her practice scope includes investment policy, asset-liability analysis, performance review, manager/fund searches, fee analysis, and general governance. She received a B.A. in English from Douglass College, Rutgers University and an M.B.A. in Management from the Stern School of Business at New York University.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.