In today’s litigious environment, we feel it is critical to spotlight potential conflicts of interest that can prove harmful to defined contribution plan sponsors and their participants. In this webinar, we identify and address common conflicts of interest that are prevalent with plan service providers.
Our 30-minute webinar provides insight on:
Why plan sponsors should be concerned about Conflicts of Interest
Common recordkeeper conflicts of interest
Common retirement plan consultant conflicts of interest
Addressing identified conflicts
Speaker
Bill Karsten Senior Consultant PlanPILOT
Bill Karsten has over 25 years of financial industry experience, assisting financial officers and business professionals with managing and reducing risks inherent in their organizations. His key areas of expertise include plan governance, investment oversight and participant education, exclusively serving private universities and colleges. Additionally, Bill assists his clients with investment recommendations and related participant communication and education aimed at improving outcomes for their faculty and staff.
We’re Here To Help
The PlanPILOT team stands ready to serve you and your institution; we are happy to answer any questions that you may have.