Produced for the Nonprofit Executive Leadership Forum, this podcast provides a historical reflection of the pre-ERISA days of 403(b) plan management. Our guest expert examines how that history is contributing to the challenges currently facing the administrative teams and executive leadership who bear ERISA’s compliance responsibility. Our guest speaker, Ron W. Hagan, is President and Chief Operating Officer of Roland|Criss Fiduciary Services. He offers insights honed by experience and discusses recommended best practices that provide the required “supply chain management” governance framework and protections that our C-suite Forum members seek.
Listen to the 14 minute podcast
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