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NEHRA Webinar Series: Elevate your 401(k) Plan: Best Practices for 401(k) Plan Investment Committee
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NEHRA Webinar Series: Elevate your 401(k) Plan:  Best Practices for 401(k) Plan Investment Committee

4/3/2019
When: Wednesday, April 3, 2019
11:00 AM - 12:00 PM
Where: Online
United States
Contact: Marissa Cammarano
781-239-8718


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NEHRA's Webinar Series:

Elevate your 401(k) Plan:  Best Practices for 401(k) Plan Investment Committees
Presented by Graystone Consulting

 

Description

Learn from industry specialists about best practices to help take your current 401(k) Plan to the next level.  

The Role of an Investment Committee
What Members of your Management Team should be on the Committee
Committee Meeting Structure 
Educating Your Committee
What Steps can be taken to Improve Oversight and Governance 
Increasing Committee Member Involvement and Engagement
Keys to Risk Management
Leveraging your Service Providers


Speakers

Al Hammond has spent much of his 27 year career consulting to institutions on their retirement plan offerings.  Throughout Al’s tenure as an Institutional Consulting Director, he has helped plan sponsors improve outcomes for both their company and employees.  Today Al and his team are proud to manage more than $3.75 billion in retirement plan assets. Al has had a storied career as a consultant. In 2012 his team was named Plan Advisor Team of the Year by Plansponsor Magazine. In the following year the team was inducted into the Plan Adviser Hall of Fame. Since then, Al’s name has shown up on Plan Adviser’s Top 100 Retirement Advisers (’09-’18), The National Association of Plan Advisors Top DC Advisory Team (‘2017) and The Financial Times 401 Top Retirement Plan Advisers (’15-17) and the 401k Wire’s 300 Most Influential Adviser (’09-’11).

 
Matt McLaughlin has had a 26 year career devoted to helping plan sponsors create an environment for participants to succeed in reaching their retirement goals. Matt leverages his experience and knowledge to help a select number of mid to large organizations strategically improve their retirement benefits. Employers that are passionate about offering the best retirement plan for their employees look to Matt’s vision and insight to help them and their employees reach a higher level of success. Matt takes pride in his ability to understand the linkage between plan sponsors and key employee concerns. Today, Matt, Al and Pete’s team oversee over $4.5 billion in retirement plan assets and 60,000+ plan participants, as of February, 2017.

Graystone Consulting offers the unique combination of an institutional consulting boutique with the global resources of one of the world’s preeminent financial organizations. A separate and independent business unit of Morgan Stanley, Graystone Consulting has more than 40 years of experience advising clients as a fiduciary. The foundation of Graystone Consulting’s boutique structure is highly experienced local teams offering customized solutions and personalized service to foundations and endowments, defined benefit and defined contribution plans, and municipal retirement plans, family offices and other corporate entities.  

Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.  
Graystone Consulting, a business of Morgan Stanley.


Cost:  Members - FREE     Non-Members: $25

CEU Credits:

This program has been applied for 1.0 General Credit Hours.


 

 

 

 

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