One great webinar, two great pension-related topics! Join subject matter experts, Steven Gibson, CFA, CPFA, and Christian Veenstra, FCA, ASA, MAAA, EA, as they address employer fiduciary responsibilities for participant-directed retirement plans and provide insights on how to more fully assess the health of your pension plan.
Fiduciary responsibilities and best practices in governmental 401a / 457 retirement plans for:
Looking beyond "funded status" to assess your pension's health:
Recommended CPE credit is two (2) hours of 'Governmental A&A credit.
Note: Rehmann is not registered with NASBA's National Registry of CPE Sponsors as a provider of CPE. CPE credits should not be claimed for this program in states where the licensing authority requires all CPE credits claimed to be provided by CPE providers registered with the National Registry of CPE Sponsors.
Steven Gibson, CFA, CPFA
Principal, Wealth Management | Rehmann
Steven develops creative strategies that help clients work toward meeting their financial goals, integrating retirement plan design, consulting, administration and investment advisory services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Christian Veenstra, FCA, ASA, MAAA, EA
President | Watkins Ross
Chris, co-President of Watkins Ross, is a Fellow in the Conference of Consulting Actuaries, an Associate member of the Society of Actuaries, an Enrolled Actuary and a member of the American Academy of Actuaries. Chris has been providing actuarial services for both private companies and governmental employers since 1991.