How to Manage Your Organization’s Retirement Plan (3-part series with Marquette University)

Are YOU responsible for the success of your organization’s retirement plan benefits? Francis can help.

Keeping a watchful eye on your retirement plan’s governance documents, plan costs and cybersecurity is a big task, and more, it can make or break your plan. Francis delivers transparent, conflict-free and nationally acclaimed investment consulting and sales-free, life-changing employee financial wellness services to mid- and large-size employers. In an industry that’s out of balance, you can count on Francis to remain conflict-free and serve as an ERISA fiduciary to your plan.

LISTEN NOW to our new podcast series with guests from Marquette University where we discuss best practices for managing your organization’s retirement plan.

Quick Preview of the Episodes

Episode 1

Improving Governance Documents

Episode 2

Monitoring Plan Costs

Episode 3

Securing Plan Assets and Participant Data

Click Here to Access Full Episodes

Podcast Speakers

Claudia Paetsch
Vice President for Human Resources
Marquette University

Jessica Franken
Associate General Counsel
Marquette University

Michael Francis
Principal, President
Francis Investment Counsel

Joseph Topp (moderator)
Principal, Vice President – Investment Consulting Services
Francis Investment Counsel

Kevin Skow
Vice President – Retirement Plan Consulting
Francis Investment Consulting

       

The information presented is from sources believed to be reliable but Francis Investment Counsel cannot guarantee its accuracy or completeness. Marquette University retains Francis Investment Counsel as its 3(21) investment adviser for investment consulting. Neither Marquette, nor any of its representatives, were compensated for participation in this podcast, and there are no conflicts of interest to be disclosed. The information and experience described by Marquette is not necessarily representative of all Francis Investment Counsel clients. Francis Investment Counsel is not a registered broker/dealer. Neither the firm nor any employee is licensed to sell or be compensated for the recommendation of any financial products or product providers.

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Whether we provide consulting to your retirement plan committee or financial education to a room full of your employees, our services are designed to help you take care of what matters most: your employees.

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