Audio: Interview with the instructors: low quality [403Kb] | high quality [717Mb]
Many public sector employers offer defined contribution 457, 403(b),401(a), or 401(k) plans in addition to their traditional defined benefit plans. Legislative changes have altered the way these DC plans are managed. This course is designed for those who work with public sector plans including DC trustees (both labor and management), administrative and support staff, provider representatives, or anyone who sits on a DC committee or has decision-making authority over how the plan is offered. The course will cover fiduciary obligations, ways to improve fund performance and reduce fees, how to pay for plan expenses without using employer dollars, how to improve education and customer service, and what needs to be done to keep the plan in compliance.
Note: This course is designed for those who work with public sector plans.
- Oversight
- Fiduciary Responsibilities
- Compliance
- Fund Performance and Fees
- Education
- Customer Service
- Practical Steps
- Options and Trends
- Case Study
Instructors
Paul Hackleman
Benefits Manager
San Mateo County
Redwood City, California
Bill Tugaw
President
SST Benefits Consulting and Insurance Services, Inc.
Los Altos, California