Qualified Plan Design Optimization & Benchmarking

Qualified Plan Design Optimization & Benchmarking
Tom Kmak
06/28/13 4 PM EST
IWI
Program Id: 649991025
4.0
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By benchmarking performance of 401(k) and other qualified plans and optimizing their design, fiduciary advisors can provide a solution independent of any recordkeeper that will generate a win-win-win for you, plan sponsors, and their participants. 
 

At this session, you will learn:

· Why benchmarking is good for sponsors, participants, and your practice

· How to properly benchmark a plan

· When to employ benchmarking for your clients

· Upcoming "Value Standards"

· Why Retirement Readiness is a key industry standard

· How the plan design optimization process improves Retirement Readiness

 

Tom Kmak is CEO and co-founder of Fiduciary Benchmarks, a benchmarking service for defined contribution plans designed to help plan fiduciaries determine whether fees they are paying to service providers are fair and worthwhile. Prior to founding FB, Kmak started JPMorgan Retirement Plan Services in 1990. When he left in 2007, the business employed 1,100 and served 200 large plan sponsors with 1.5 million participants and more than $115 billion in assets.

  

Note: This webinar is eligible for IMCA® CE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Good information and perspective. Interesting that plan design impacts outcomes more than education.

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