Who Me? Understanding Your Role as a 457 and 401a Plan Fiduciary
This session is from the March 2020 conference. Some content may be dated.
CEC Credit: This course is worth 1 GAPPT CEC (Continuing Education Credit/Hour).
Course Details
For Distributors
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |
Instructors
Paul Murray, CPFA
In his current role as Consultant, Paul is a member of AndCo Consulting’s Retirement Solutions Group. He works with plan sponsors, trustees and retirement committees to deliver investment and administrative solutions to deferred compensation, defined contribution and defined benefit pension plans.
In addition to assisting clients with plan design, drafting investment policy statements and the selection / ongoing monitoring of investments, Paul supports clients with the governance, administration and compliance of their retirement programs. Paul is very familiar with the product offerings, system platforms, technology and pricing for the largest providers because he has performed many Request for Proposals (RFPs) and pricing RFIs for clients and prospective clients.
Paul has nearly 30 years of industry experience and has spent his entire career specializing in institutional recordkeeping and administration of retirement plans. Throughout his career, Paul has worked for employee benefits consulting firms and several of the largest service providers in the country.
As a GAPPT presenter, Paul has received information regarding educational instructional methods and adult learning processes.
Bachelor of Science, Finance, Siena College; Chartered Financial Consultant / Certified Financial Planner Candidate