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PSNC 2020: Evaluating Service Providers
About This Webinar
Since the pandemic started, have your providers supported your plan and participants, or were you anxious for assistance and guidance that never came? If the latter, it may be time to look for a new adviser partner or recordkeeper. Our panel will help you envision what these new relationships could be.
Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Senior Director, Retirement Services
As a Senior Director in the Consulting Solutions Group of CAPTRUST Financial Advisors Phyllis has overall responsibility for maintaining CAPTRUST’s fiduciary standards, ERISA technical and regulatory issues and Participant Advice Services in supporting CAPTRUST’s advisors and clients. Phyllis has a Bachelor of Science from the University of Wisconsin-Lacrosse and has over 30 years of retirement plan industry experience, including plan design consulting, investment advisory support and fiduciary expertise.
Partner & Chief Strategy Officer
Josh Itzoe is a Co-Founder, Partner & Chief Strategy Officer of Greenspring Advisors (www.greenspringadvisors.com), one of the country’s most well-known retirement plan consulting firms and the 2018 PLANSPONSOR Retirement Plan Adviser of the Year (Small Team). He is the author of two books – The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully and host of the Fiduciary U™ podcast (www.fiduciaryu.com).
A frequent industry speaker, Josh has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, PLANADVISER and PLANSPONSOR. He has been named a Financial Times Top 401 Retirement Advisor on three occasions (2016-2018) and nominated for the Top 100 Most Influential People in Defined Contribution survey by 401kWire. A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, Josh is also the creator of FeeMetri(k)s™ (www.feemetriks.com), a web-based tool to help companies analyze, compare, and negotiate retirement plan fees.
A frequent industry speaker, Josh has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, PLANADVISER and PLANSPONSOR. He has been named a Financial Times Top 401 Retirement Advisor on three occasions (2016-2018) and nominated for the Top 100 Most Influential People in Defined Contribution survey by 401kWire. A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, Josh is also the creator of FeeMetri(k)s™ (www.feemetriks.com), a web-based tool to help companies analyze, compare, and negotiate retirement plan fees.
Vice President, Sales, Large, Mega and Not-for-Profit Markets, Empower Retirement
Casey Craig is a Vice President of Sales for Empower Retirement. In his role, he is responsible for the business development and delivery of intermediary-based integrated solutions and activities for corporate and not-for-profit plan sponsors with assets of more than $50 million.
Casey is a member of Empower’s executive leadership team and sits on the business’s operating
committee. He serves as Executive Sponsor for several of Empower’s large and mega clients. In his role, he is responsible for several key initiatives, including the implementation of an effective sales management program, contributions to the organization’s product roadmap and the positioning of the integrated Empower service model to the marketplace.
Casey, who joined the organization in 2009, has also served in several roles with Fidelity Investments and as Director of Sales and Marketing for the Boston Celtics. He has nearly 20 years of financial industry experience.
Casey holds a bachelor’s degree from Juniata College and a master’s degree from West Virginia University. He currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license and holds FINRA Series 7 and 24 credentials.
Securities offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment adviser, Advised Assets Group, LLC. Investing involves risk, including possible loss of principal. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.
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Casey is a member of Empower’s executive leadership team and sits on the business’s operating
committee. He serves as Executive Sponsor for several of Empower’s large and mega clients. In his role, he is responsible for several key initiatives, including the implementation of an effective sales management program, contributions to the organization’s product roadmap and the positioning of the integrated Empower service model to the marketplace.
Casey, who joined the organization in 2009, has also served in several roles with Fidelity Investments and as Director of Sales and Marketing for the Boston Celtics. He has nearly 20 years of financial industry experience.
Casey holds a bachelor’s degree from Juniata College and a master’s degree from West Virginia University. He currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license and holds FINRA Series 7 and 24 credentials.
Securities offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment adviser, Advised Assets Group, LLC. Investing involves risk, including possible loss of principal. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.
RO1206223-0620
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