The FENG Raleigh, NC Chapter

Next Meeting

When:

12/13/2017 – 6:00 PM to 8:00 PM (Reserve a spot at this event)

Where:

Date: Wednesday, Decemberr 13, 2017

Time: 6:00 pm to 8:00 pm

Host: Summit Retirement Partners (Brendan Rodden)

PLACE: The FRONTIER
800 Park Offices Drive
Research Triangle Park, NC 27709


Agenda:

Topic: Understanding ERISA & Guidance Provided for Plan Fiduciaries

During the presentation, participants will learn about ongoing changes and requirements under the Employee Retirement Income Security Act (ERISA) of 1974 by the Department of Labor for qualified retirement plans for employers. The key focus of the presentation is understanding and fulfilling the key responsibilities under ERISA for those identified as plan fiduciaries, which in many cases may include the CEO, CFO, HR Director, and others associated with the decision making and operation of the employee retirement plan for the business.

In many cases fiduciaries, which include those sitting on a retirement plan committee for the company, do not have any formal training, knowledge or certifications teaching them to be a plan fiduciary, which can result in increased fiduciary risk both at the individual and corporate level. The presentation will discuss how to determine how well fiduciaries are meeting their obligations under ERISA, industry best practices, managing fiduciary liability, how a retirement plan committee should operate to address key fiduciary responsibilities, and what questions they should be asking and what they should know.


Speaker: Ryan M. Verdery, AIF®

Mr. Verdery is the son of a retired military officer and has referred to much of the U.S. as home. Following in a noble family tradition, Ryan followed with a military career of his own, serving in the U.S. Army as a member of General H. Norman Schwarzkopf’s Command Staff while stationed with the 24th Infantry Division (Mech) during the 1980’s and is the proud recipient of The Army Commendation Medal. Since leaving the military, Ryan and his wife settled in Cary, NC, where they reside with their two sons.

Mr. Verdery began his career in the financial services industry in 1997 and began to narrow his focus on retirement plans the following year. He is committed to his role as a co-fiduciary and has received the AIF® (Accredited Investment Fiduciary) designation. Ryan is responsible for consulting employers with respect to fiduciary best practices, plan design assistance and employee education.

The leadership skills Ryan obtained from serving with General Schwarzkopf are applied with the same rigorous amount of discipline to the employer sponsored retirement plan fiduciary processes.

Ryan studied Managerial Economics at Carnegie Mellon University. An outdoorsman at heart, he enjoys various aspects of extended wilderness treks. Through much experience Ryan has become a proficient marksman and skilled scuba diver.

Directions:



Directions

Directions:

From I-40E
•Take exit 284A - Airport Blvd W .3 mi.
•Turn right onto Airport Blvd .7 mi.
•Turn right onto Perimeter Park Dr .2 mi
•Turn right onto Paramount Pkwy .2 mi.
•Destination will be on the right


About the Raleigh, NC Chapter

The Raleigh chapter has over 900 members and meets monthly, generally on the 2nd Wednesday of each month from 6:00 pm until 8:00 pm. Meeting locations vary so be sure to double check each month. Guests and prospective FENG members are always welcome. First-timers are given the opportunity to introduce themselves to the other chapter members. Most meetings include a speaker and a current topic of interest to our members.

We look forward to meeting you and getting to know each other.

Chapter Leadership

Ted Bachman
tedbachman@mindspring.com
(919) 606-3477
Jack Finley
nccajun1@bellsouth.net
(919) 832-5130

Future Meetings

01/10/2018
06:00 PM to 08:00 PM
Date: Wednesday, January 10, 2017

Time: 6:00 pm to 8:00 pm

Place: Hughes Pittman & Gupton
1500 Sunday Drive, Suite 300
Raleigh, NC 2760

Host: Hughes Pittman & Gupton – Special thanks to Liz Broadway for hosting our meeting.


For Meeting Information, Please Contact:
Ted Bachman
tbachman@BachmanAssoc.com
919-606-3477

OUR SPONSORS:

cfo