SEMINAR: Best Practices for Managing Your Retirement Plan

October 25, 2018
12:00 PM to 1:30 PM
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Cooley LLP
3175 Hanover Street
Palo Alto, CA 94304
https://www.cooley.com/
 Directions

 

Best Practices for Managing Your
Retirement Plan:

Outwardly Simple, Inwardly Sophisticated

Topics covered:

  • The changing retirement Plan marketplace
  • Size and scope / how markets are defined by vendors and advisors
  • Making sense of roles and responsibilities
  • Industry
  • How does your Plan compare – services, fees, design and investments
  • Trends & obstacles in law practices
  • Effective ideas for 401(K) employee education
  • Custom communications/memos
  • In person/using technology/in print

Learning Objectives:

  • Optimizing Plan Design –employer contributions, auto features, and additional benefit plan integration
  • Maximizing Provider Services – understanding data, technology, and features
  • Enhancing Employee Education – increasing communication, availability, and meaningful content
  • Finding ways to reduce Plan costs – lower cost investment share classes, and applicable provider fees
 

RSVP: Please use the REGISTER link by October 22

If questions or to cancel a reservation, contact education@alasvc.org to avoid being charged.

 
Cost (includes lunch):  *Bring your check made payable to ALA Silicon Valley Chapter or pay by credit card here
  
ALA Members: No Charge
Business Partners:  No Charge
Business Partners:
(Friends-level)
$35 *
Non-ALA Members:  $35 *

Speakers: 

Brian V. Lopez, AIF®, CPFA, Managing Director, is responsible for introducing clients to Boston Private Wealth’s full breadth of services and proposing solutions based on the unique needs of each client. Brian also specializes in counseling companies and executives on critical topics including investment advisory oversight, expense analysis, and risk assessment.

 

In his prior position, Brian served as a Vice President and Account Executive at Sentinel Benefits & Financial Group where he worked with institutions to deliver solutions for retirement savings and benefits programs. Earlier in his career, he acquired extensive investment knowledge while collaborating with non-profit institutions, individual clients and emerging business as a retirement consultant at Fidelity Investments.

Mr. Lopez holds a Master of Business Administration from Bentley University and a Bachelor of Arts from the University of Massachusetts at Amherst, Isenberg School of Management. He also holds an Accredited Investment Fiduciary designation, a Certified Plan Fiduciary Advisor credential, and the Series 66.

Ryan J. Joyce, AIF®, CPFA, Director, is a Retirement Plan Advisor and specializes in advising, counseling and educating executives on critical topics including investment advisory oversight, expense analysis, risk assessment and education of participants for favorable retirement outcomes.

Previously, Ryan held various positions at Sentinel Benefits & Financial Group where he served as a Senior Plan Advisor, Account Executive, and Business Development Officer. This experience provided widespread knowledge working with businesses in investment advisory and fiduciary governance all while building enduring relationships with clients.

Mr. Joyce holds a bachelor’s degree in Human Development and American Studies from Connecticut College in New London, Connecticut. He also holds an Accredited Investment Fiduciary designation, a Certified Plan Fiduciary Advisor credential, and the Series 66.

 

Sponsored by: 
 

 

 

We appreciate the generous support of our chapter sponsors. Thank you!

Be sure to meet all of our distinguished Chapter Business Partners -- building a positive business relationship and understanding their services is advantageous when you need a product or service at a moment's notice. Business partners are an important resource for legal management professionals to perform their jobs, plan for the future, and build their knowledge about changes and trends in products and services for the success of their firms.

 

Education Credit:

  CLMSM App Credit for Functional Specialists: 
 

1 hour in the subject area of Financial Management (FM)  towards the additional hours required of some Functional Specialists to fulfill the CLM application.

  CLMSM Recertification Credit:
 

1 hour in the subject area of Financial Management  (FM)

 

For more information about becoming a Certified Legal Manager, visit alanet.org/education/certification