Event Details
In today’s litigious environment, it is important to develop formal policies and procedures to address potential conflicts and to ensure your plan participants’ best interests are protected. In this webinar, we discuss the best approach to ensuring plan sponsors avoid potential conflicts of interest within their plans.
Our 30-minute webinar provides insight on:
- How to identify, address and avoid conflicts of interest
- Identifying and addressing providers' sources of income and cross-selling practices
- How to address recordkeepers' data sharing practices
- And more!
Speaker
Tom Loftus
Consultant/Senior Investment Analyst
PlanPILOT
Tom Loftus has spent his entire professional career serving 401(k) and 403(b) plans, with key expertise in the oversight and analysis of retirement plan investments. Tom has led a wide range of initiatives for clients, participates on PlanPILOT’s investment committee, and leads due diligence efforts on target-date and other multi-asset solutions.
Tom is a Certified Public Accountant and a Level II Candidate in the CFA Program. He earned a Bachelor of Science in Finance and Accounting from Marquette University.