Webinar for Employee Benefit Plan Fiduciaries

By:  |  Category: Blog Thursday, June 8th, 2017  |  No Comments
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Steve CohenSteve Cohen, Senior Vice President at Federated Investors, will lead a webinar on Guiding Plan Sponsors through a Review of their Fiduciary Responsibilities with a 5-Step Process, on Tuesday, June 27, 10 a.m.  The event is co-sponsored by WNDE and The Westholme Group of Oppenheimer & Co. Inc.

During the webinar, Steve will discuss proper process, procedures and documentation for Plan committees.  Those encouraged to participate include human resources staff, CFOs, controllers and others who serve on Plan committees.

Steve worked for 14 years as a property & casualty broker before joining Federated Investors in 1993.  He began in the Trust Insurance Division and Retirement Plan Services and later joined the Institutional Sales Insurance division.  His responsibilities expanded to include calling on retirement recordkeeping platforms, insurance companies and FAs whose main focus is gathering defined contribution assets.  In 2010, he earned his Accredited Investment Fiduciary certification.

Kevin Salk, Director-Investments for The Westholme Group of Oppenheimer & Co. Inc., said, “Steve is an experienced professional in the area of corporate retirement Plans and the fiduciary process.  I’m sure the information he shares during this webinar will be of great benefit to all who participate.”

To register, click here.

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