An often overlooked aspect of qualified retirement plan operations is the need for a prudent and comprehensive governance process. Plan rules and procedures are often contained in a series of governing plan documents and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities. By creating a governance process, plan officials can help ensure plan operations are consistent and adhere to fiduciary standards.
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With over 35 years of experience in the financial services industry, Andy is a respected authority, frequent lecturer and author on industry topics. Andy’s background includes managing and consulting with major recordkeeping platforms, extensive product design for plan sponsors and advanced sales support for intermediaries who work with plans. As a retirement industry executive, he ran the recordkeeping and consulting practice for Universal Pensions, Inc. (UPI), and headed the BISYS Corporate University. He has served as an adjunct professor for the Central Lakes College system in Minnesota, and provides expert witness services on numerous industry topics. Andy is co-author of RLC’s book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors. He is a graduate of the University of St. Thomas in St. Paul, Minnesota, and maintains a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries.
Registration Pricing Portland Chapter Members: Free Non-Member: $20
Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, and NIPA.
View Our Recorded Webinars!
WP&BC Portland Recorded Webinar: 1Q 2020 Economic Review by Dan Quirk from SageView
WP&BC Portland Recorded Webinar: The Pig in the Python is Retiring by Lynn Avitabile from J.P. Morgan Asset Management
WP&BC Portland Recorded Webinar: What's New in Washington (and what actually matters for you) Bonnie Treichel, JD ZUNA
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