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Tuesday, September 30, 2014

2:00 p.m. - 3:00 p.m.
Track: Retirement & Personal Finance View Track

401K METRICS: WHAT PLAN SPONSORS NEED TO KNOW ABOUT LEADERSHIP, STEWARDSHIP AND GOVERNANCE

Steve Branham, Rear Admiral, USCG (retired), and Co-founder, ETHOS

This session will awaken attendees to the first fully intergraded leadership, stewardship and governance framework which can be used to evaluate the effectiveness of a decision-maker serving in a critical 401k leadership role. Learn what it takes to be a trusted leader in the eyes of participants, and how to use leadership principles to engage all participants. The session will provide best practices associated with a new leadership standard which can be used every day, not just once a quarter when the investment committee meets.

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