New York, NY, May 04, 2017 --(PR.com
)-- About Mark Glatley
Mark Glatley, Vice President, is a client advisor within the Defined Contribution Investment Services Advisor team. He joined the firm in 2012 and works with consultants and advisors throughout the Ohio Valley region. Mark has over twenty years of experience within the retirement industry. Prior to joining J.P. Morgan, Mark spent five years with AllianceBernstein and twelve years with Charles Schwab.
About JP Morgan Asset Management, Defined Contribution Investment Services
As a leading provider of comprehensive retirement solutions, J.P. Morgan Asset Management is dedicated to providing the support you and your plan sponsor clients need to build stronger DC plans. With $1.8 trillion in assets under management (AUM)1, more than 1000 investment professionals and over a century of investment experience, J.P. Morgan’s retirement solutions are supported by the full resources of a global financial leader.
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/