New York, NY, April 28, 2017 --(PR.com
)-- About David Delgado CPA
Mr. Delgado has 29 years of experience with Crowe Horwath LLP, specializing in the areas of employee benefits and qualified retirement plans. He is a Partner in the Benefit Plan Services group in the Oak Brook, Illinois office.
About Crowe Horwath LLP
Crowe Horwath LLP is a public accounting, consulting, and technology firm with offices around the world. Connecting deep industry and specialized knowledge with innovative technology, our dedicated professionals create value for our clients with integrity and objectivity. By listening to our clients, we learn about their businesses and the unique challenges they face. We forge each relationship with the intention of delivering exceptional client service while upholding our core values and strong professional standards. We invest in tomorrow because we know smart decisions build lasting value for our clients, people, and profession.
Continued class action lawsuits against retirement plans has put colleges and universities under considerable pressure by participants, counsel and vendors. Which is often confusing and difficult to manage. In addition, higher educational institutions are subject to pressure to reduce expenses while expanding programs creating conflict to where resources should be applied to attract, retain and matriculate faculty, staff and students. Effective retirement plan compliance requires that key administrators and staff have a thorough working familiarity with retirement plan regulatory framework and best practices.
In this live Webcast, a team of thought leaders assembled by The Knowledge Group will give a boot camp on how colleges and universities can increase the effectiveness of their retirement plan compliance program and best practices. The panel will discuss best practices on how to coordinate and to monitor essential plan operations, conduct investment option assessments, manage and report appropriately to regulatory agencies, implement financial stewardship, and spot and respond to red-flag situations.
Key Topics Include
Class Action Lawsuit Update
Best Practices for:
Fund performance measurement
Fund fee analysis
vendor management & analysis
Data Management and reporting for annual audit & best practices
A plan sponsor’s view
Fiduciary Stewardship & Call to action
On-going review & oversight
About The Knowledge Group/The Knowledge Congress Live Webcast Series
The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/