Plan sponsors and their advisors have the duty to monitor, evaluate and act with prudence regardless of the assets they manage. While substantial resources and information are available to the advisor for registered fixed income instruments, equities, mutual funds and ETFs, the same cannot be said for stable value assets.
An upcoming NAPA webcast sponsored by Transamerica Retirement Solutions will provide practical and specific direction to advisors who are responsible for monitoring the investment function of qualified plans, specifically stable value assets. Also on the agenda:
• what should be monitored
• how investment advisors can successfully monitor this asset class
• how advisors can protect plan participants, plan sponsors and themselves when using stable value assets
The webcast will be presented by Barbara J. Delaney of StoneStreet Equity, Inc.
The one-hour webcast will air on June 19 at 2:00 ET. It’s free for NAPA members, $99 for ASPPA/NTSAA members and non-members, and $40 for additional participants — and provides 1.2 hours of ASPPA continuing education credit. Don’t miss it! To register, click here.
http://www.asppa.org/Main-Menu/confswebcasts/webcasts/061913.aspx
