Finding Your Way Through the Fiduciary Maze, Arnerich Massena’s next Learn Share Connect event, is coming up this October 15 at The Nines Hotel in Portland, Oregon. We are pleased to announce the speakers and agenda for the event, which is designed to help defined contribution plan sponsors and administrators become better fiduciaries.
1:15 – 2:30 p.m. – Session 1: Fiduciary Best Practices
Moderator: Scott Dunbar, Arnerich Massena
Lorne Dauenhauer – Partner, Lane Powell,
Gay Lynn Bath – Deferred Compensation Manager, Oregon Savings Growth Plan
Erik Bjorvik – Committee Member, M Financial Group
Jake O’Shaughnessy – Advisor, Arnerich Massena
As a committee member, how do you ensure that you are meeting your fiduciary responsibilities and that you are protected from liability? Learn from both a legal and a plan sponsor perspective what the current best practices are and how to implement them in your plan.
2:45 – 4:00 p.m. – Session 2: Operational Best Practices: Looking Ahead
Moderator: Allison Grebe Lee – Business Development Officer, Arnerich Massena
Doug Fisher – Senior Vice President of Policy Development and Thought Leadership, Fidelity Investments
Debby Deering – Partner, Moss Adams LLP
What is new on the legislative and regulatory fronts, and how should you plan today for changes tomorrow? Why are plan sponsors moving from a focus on saving to outcome-oriented plan designs, and how is Washington driving these changes? How should you prepare as a fiduciary for the future? This discussion will focus on how to operate your plan with an eye toward the future.
4:00 – 6:00 p.m. – Afternoon Reception
If you are interested in attending, please contact Aliese Jacobsen at 503-239-0475 or firstname.lastname@example.org. We look forward to hosting this exciting event!