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Event Details

    Benchmarking Your Retirement Plan: Optimizing Fees & Services

    Date: June 12, 2012, 11:30am – 1:00pm
    Del Papa Distributing Co., 410 Interstate 10 S., Beaumont, TX
    Guest - $20.00
    Event Type:
    Monthly Meeting
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    Speaker:  Armando Wood, Financial Advisor, UBS Institutional Consulting 

    Plan sponsors will learn what they must do to comply with the new fee disclosure requirements from the DOL and a process to adopt in order to determine if their plan fees are "reasonable".  The presentation will educate plan sponsors on the rules and how it affects their service provider agreement.  Many plan sponsors do not fully understand how fees are generated in their plans and all the parties that are paid.  You will be able to solve the fee mystery.  We will provide you with a simple and thorough process that can be adopted by any plan sponsor with minimal time and effort. 

    SHMR Certification No:  Program Number #119089

    Armando graduated with a B.S. in Finance from Sam Houston State University and a Masters in Education from Wichita.  HE started in the financial services industry with Merrill Lynch.  He then joined the Wilhite Institutional Consulting Group with UBS, whose focus is solely on pension and defined contribution plans both in the corporate and municipal marketplace.  Armando works with investment committees in exercising their fiduciary duty and plan oversight and he works with HR staff implementing employee education programs. 

    Please RSVP by June 6 Melissa Cornwell 409-338-2126

    Catering:  Sarah Warren, Southern Comfort Catering LLC  (Lasagna, Bread, Dessert, Sweet and Un-Sweet Tea)