Pension Board Administration: Best Practices for Georgia Trustees

Session Summary: While the administration of pension plans has evolved through the years, many public sector entities aren’t fully optimizing the advantages of automation, with some still relying on manual processes and spreadsheets. Many may not understand the importance of having operating rules and procedures in place. When evaluating the capabilities of a modernized Pension Administration Solution, this session will provide an overview of critical considerations.
 
Presenters:
Todd Flessner
Vice President Pension Administration
CBIZ Retirement Plan Services
 
Ferrell Jenne
Lead Plan Administrator | Partner
Foster & Foster
 
Moderator: David Barnes, CFA, CAIA
Senior Consultant
NEPC
Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone, and internet access. To avoid issues, please use Google Chrome as your browser.
Cost: Member Registration: $60.00 / Non-Member Registration: $115.00
 

Course Details

Pension Board Administration: Best Practices for Georgia Trustees
Session Video Presentation
Session Assessment
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