RPA Hosts 2nd Annual Defined Contribution Retirement Plan Committee Seminar

Seminar Helps Committee Members Satisfy MO Trustee Education Requirement | June 4, 2015

Retirement Plan Advisors (RPA), recently hosted its second annual Defined Contribution Retirement Plan Committee Seminar in Clayton, MO on April 21, 2015. The seminar covered issues of interest to trustees of defined contribution retirement plans, such as compliance, administration, trustee responsibilities and risk, and investment policy statements. Committee members who attended the seminar gained Missouri continuing trustee education credit.

Hosted by RPA Financial Advisors Jim Ladlie and Charles (Andy) Trachsel, topics included the legal risks and vulnerabilities plan sponsors face, how to craft a solid Investment Policy Statement, and innovations in defined contribution plans.

“Trustees for defined contribution retirement plans have a complex set of responsibilities,” according to Joshua Schwartz, CEO of Retirement Plan Advisors. “In a time of increased scrutiny for the retirement plan industry, it’s important for plan trustees to stay on top of current trends and to know their options. Our annual seminar gives committee members this opportunity while satisfying their MO continuing education requirement.”

Additionally, RPA’s seminar presented best practices for mitigating the risk attached to plan trustees’ responsibilities as legal fiduciaries, an industry product roundtable, and plan sponsor panel.

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