Please join us for our May monthly Big Country SHRM meeting at Abilene Country Club from 11:45 AM to 1:00 PM.
Topic: Fiduciary Roles and Responsibilities for HR Professionals
Speaker: Kenneth Jewell
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Kenneth F. Jewell graduated from Old Dominion University, in Norfolk Virginia. With more than 20 years of retirement plan consulting experience, Mr. Jewell is experienced in matters of fiduciary oversight, investment advisory and investment management issues, serving as an advisor for retirement plans across the country. Mr. Jewell is an Investment Adviser Representative with the firm's investment advisory affiliate, Fiduciary Partners Investment Consulting, LLC, a SEC Registered Investment Adviser. Mr. Jewell has received formal training in investment fiduciary responsibility and earned the Accredited Investment Fiduciary(r) (AIF(r)) professional designation from Fi360. As a principal of Fiduciary Partners Retirement Group (and Fiduciary Partners Investment Consulting, LLC), Mr. Jewell consults with for-profit and tax-exempt organizations on retirement plan investment advisory issues.
Presentation Summary:
Understanding and reducing retirement plan costs can make a substantial difference in the retirement benefits your employees receive. Fiduciary Partners is a retirement plan consulting firm that works with clients to provide guidance on fiduciary matters with respect to their retirement plans. This presentation is designed to educate plan sponsors on best practices and methodologies to ensure compliance with the Department of Labor's fiduciary standards and laws.
Learning objectives:
- A heightened awareness of fiduciary issues;
- Tips on how to protect your organization;
- A roadmap for fiduciary best practices.