FOR IMMEDIATE RELEASE
Harrison, NY—November 25, 2013
Transamerica Retirement Solutions announced today that it will host a webinar for financial advisors, consultants and third party administrators that will provide insight on developing effective solutions for plan sponsors looking to mitigate fiduciary responsibilities. The webinar will be held Dec. 10 at noon EST.
The webinar, “Developing Effective and Efficient Solutions for Your Retirement Plan Clients’ Greatest Challenges,” will explore recent legal and regulatory changes, and how many of these changes are causing plan sponsors to place more reliance on their advisors and retirement plan providers. The webinar’s guest speaker is Jason Roberts, Esq., founder and CEO of the Pension Resource Institute.
Roberts provides strategic consulting, education, and technology-based solutions for retirement plan services providers and plan sponsors. Prior to founding the Pension Resource Institute, he was co-chair of the Financial Services Group at a leading ERISA law firm, where his practice focused on employee benefits and securities regulation. He continues to provide legal counsel on ERISA- and investment-related issues through the law firm of Roberts Elliott, LLP.
“With legal and regulatory changes in recent years, plan sponsors want guidance from financial professionals about fiduciary governance and administration efficiencies,” said Deborah Rubin, senior vice president, third party administration and specialist advisor distribution for Transamerica Retirement Solutions. “This webinar will help financial advisors, consultants and TPAs develop a consistent and effective approach to fiduciary governance. Jason Roberts will discuss models for collaborating with other service providers online, and explore possibilities for creating more efficient administrative procedures to manage fiduciary responsibilities.”
The webinar is the latest in Transamerica’s Retirement Industry Speakers Bureau series for financial professionals, where guest speakers are invited to offer unique insight on issues facing retirement plan sponsors, as well as their advisors, consultants and service providers. The webinar will be 90 minutes in length.
Financial advisors and third party administrators can register for the webinar by calling Transamerica at 888-401-5826, Monday – Friday, 9:00 a.m. – 7:00 p.m. EST.
About Transamerica Retirement Solutions
Transamerica Retirement Solutions (Transamerica) is a leading provider of customized retirement plan solutions for
small to large organizations.
Transamerica partners with financial advisors, third party administrators, and consultants to cover the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (Traditional and Roth); 457; profit sharing; money purchase; cash balance; Taft-Hartley; multiple employer plans; nonqualified deferred compensation; and rollover and Roth IRAs.
Transamerica helps more than three million retirement plan participants save and invest wisely to secure their retirement dreams.* For more information about Transamerica Retirement Solutions Corporation, please visit trsretire.com.
* As of December 31, 2012.
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