Greater Philadelphia Chapter Fall Program

Wednesday, October 2 - Wednesday, October 2, 2024

Conshohocken, PA

Chapter Event

How Guardian Nurses Help Employers and Employees 
and The Latest Generation of Fiduciary Failures
October 2, 2024
Madrigal Pharmaceuticals, 200 Barr Harbor Drive, Suite 200, Conshohocken
How Guardian Nurses Help Employers and Employees

 Guardian Nurses will discuss:

  • The current need for help navigating the healthcare system
  • What can Guardian Nurses do for plan sponsors/employers and their employees
  • How GN can save plans and employees significant time and money

 Speaker: Betty Long, MHA, RN, President, CEO and Founder of Guardian Nurses, Healthcare Advocates

The Latest Generation of Fiduciary Failures

We will discuss recent fiduciary court cases and share key lessons and best practices to mitigate risk for plan sponsors and service providers. Attendees will learn about:

  • The evolution of retirement plan lawsuits including allegations of expensive plan fees, improper investments, forfeiture account allocation methods, and the new litigation related to excessive health plan fees.
  • Emerging themes from recent court cases related to small retirement plans and higher education lawsuits, cybersecurity, statute of limitations, stable value funds and investment diversification.
  • Best practices for plan sponsors related to reviewing and selecting service providers and fiduciary processes.

 Speakers: Deana Calvelli, CEBS, CPFA, AIF, Vice President, Wealth & Retirement, NFP
                   Ruben Gonzalez, CPFA, Senior Director, Defined Contribution Specialist, Janus Henderson Investors
                   Stephanie Searles Vogel, Esq, Partner, Dilworth Pasxon, LLP

Speakers

Pricing

No Charge

Member

No Charge

Nonmember

Registration is now closed

Event Contact

https://www.iscebsphilly.org/ [email protected]