Webinar

Government Retirement Plan Potpourri

October 19th, 2021
2:00pm EDT
Your Desk!

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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.

What we'll cover:

Fiduciary responsibilities and best practices in governmental 401a / 457 retirement plans for:

  • Fiduciary structure
  • Investment menu design
  • Participant education
  • Benchmarking plan costs
  • Vendor consolidation, and more

Looking beyond "funded status" to assess your pension's health:

  • Liquidity, cash flow demands, and contributions
  • Plan maturity and participants demographics
  • Types of investments (equities, fixed income, and private equity)

CPE eligibility:

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.

Speakers

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.

Previous 2021 Public Sector Webinars Available On Demand

2021 Governmental GAAP Update
Originally presented on: January 19, 2021

The Top 10 Excel Skills Every Government Financial Manager Needs to Know
Originally presented on: April 20, 2021

2021 Single Audit Update
Originally presented on: July 20, 2021

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