A monthly
video webcast from Fiduciary Risk Management featuring conversations
with industry leaders and experts, providing fiduciaries with
candid perspectives of current events affecting large plan
fiduciaries in today’s marketplace.
Please
feel free to provide us with suggestions, comments,
or even topics you would like to see discussed in future
episodes of A Dose of Fiduciary Reality. Send
questions, comments, or suggestions to fiduciaryriskmgmt@hawcpa.com.
Current
Episode:
Series Introduction + The New Proposed Disclosure
Regulations under 408(b)(2)
Today's
Guest:
Bert Carmody The
Director of Fiduciary Consulting, Bert Carmody CPA,
CIMC, heads up FRM’s consulting services focusing
on our comprehensive review, fiduciary exposure assessment
and beneficial recommendations to our clients. Bert
also serves as an expert witness, independent fiduciary
and investment fiduciary. He brings over 30 years of
retirement plan, investment oversight, trust and plan
back office operations, systems/management consulting,
and relationship management to the team for benefit
of FRM’s clients. His varied background in diverse
environments is an advantage in complex engagements.
Hosted
by: Jessica Flores The
Managing Director, Jessica Flores, is responsible
for leading the team, managing collaboration efforts,
developing the programs, providing Fiduciary Consulting
Services, and the sales efforts. She brings 10 years
of sophisticated research and industry expertise to
the organization. Her unique background has enabled
her to study and service the retirement plan industry
from multiple perspectives and has had numerous engagements
with large ERISA plans to provide fiduciary consulting.
A
DOSE OF FIDUCIARY REALITY
