FSMA sponsors fiduciary supply chain management events throughout the U.S. retirement plan community. Our public events are available for members and non-members alike.
Investment Advisors in the New Procurement Era
CFOs and human resource executives are adopting conventional procurement standards for acquiring and retaining investment advisors for their retirement plans. Vendors will learn what works and what’s needed in order for them to compete successfully in a new era. Learn more and register
5 Steps for Selecting and Monitoring Investment Advisors
ERISA plan sponsors should not miss this webinar that reveals prudent procurement steps for hiring and managing a retirement plan’s investment advisor. Learn more and register
Ask us for a complete 2017 event schedule or contact us to discuss organizing a hosted event in your company or city.
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