The Use of Stable Value within Qualified Retirement Plans

NAPA Webcast

Webcast brought to you by:

Speaker: Barbara J. Delaney, Principal, StoneStreet Equity, Inc.

Substantial information and resources are available to the advisor for registered fixed income instruments, equities, mutual funds and ETFs; however, the same cannot be said for stable value assets/products. The duty to monitor, evaluate and act with prudence is ever-present for plan sponsors and retirement plan advisors regardless of the assets utilized.

This webcast will provide practical and specific direction to retirement plan advisors who are charged with overseeing the investment function of qualified plans, relating specifically to the use of the stable value asset class.

What should be monitored? How do investment advisors satisfy their duty to monitor this asset class? How do investment advisors protect plan participants, plan sponsors and themselves when using this asset class? How can an investment advisor create an impenetrable-process that would stand the test of Plaintiff’s counsel in the event stable value products’ market values and worth collapse?

REGISTRATION

Important Webcast Changes
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Registration Prices

Complimentary webcast for NAPA Members!

Recorded Webcast
(registration deadline: 06/19/14)

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• One viewing of the Webcast recording to play anytime before the one year expiration date
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Recordings are available one week after the live webcast takes place.

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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 1.2 ASPPA CE credits.

Continuing Education Changes for RECORDED Webcast Attendees

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GENERAL INFORMATION

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Disclaimer

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

ABOUT THE SPEAKER

Barbara J. Delaney

An entrepreneur and business leader, Barbara has been navigating the financial world for more than 25 years. She joined E.F. Hutton in 1980 and rose to become senior vice president of Personal Financial Planning. She later worked at the Tribus Companies, one of New Jersey’s largest employee benefit consulting firms, where she formed and ran the Investment Management Services Division. She launched her own firm, FFOA, in 2001, which merged with Avenir Equity and Madison Pension Services in 2008 to create StoneStreet Equity, LLC.

QUESTIONS

Registration and General Questions
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