Substantial information and resources are available 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.
NAPA will host a webcast free to members on June 19, from 2:00-3:00 ET featuring top plan advisor Barbara Delany, a principal at StoneStreet Equity, providing 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. Non-NAPA members may join for $99.
The webcast, which is sponsored by Transamerica, will answer the key questions advisors are asking about stable value funds, including: 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?
For more information, click here.
