The Monday Morning Quarterback:
 
 

The Monday Morning Quarterback:

Why Companies Make Plan Decisions?

 
 
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It’s game time!

Each plan design and investment decision that a fiduciary makes has a short- and long-term consequence to the plan and participants. Of course, it is easy to second guess a decision after the fact, and that is what Kameron and Jill will guide you through on April 26 at 10:00 am PT / 1:00 pm ET. Jill will serve as the “player” plan advisor walking through actions that a plan recently underwent to better outcomes; Kameron will serve as the “coach”, coaching the player through an alternative design and enhanced outcome. Lace up your cleats and join us!

Join us on Tuesday, April 26th at 10:00 am PT/1:00 pm ET for this valuable session.

Earn HRCI and SHRM CE credits. This session is pre-approved!
The Monday Morning Quarterback Webinar
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Presented by Kameron Jones, CPFA, C(k)P and Jill Shea, CEBS, CPFA

Kameron is Vice President of Advisory Services. Kameron provides extensive knowledge of the provider marketplace to help NFP’s clients reduce plan-related costs and improve services. He has assisted hundreds of mid- to mega-market 401(k), 403(b), 457(b), 401(a), NQDC, Cash Balance, and DB plans. Kameron also leads multiple initiatives at NFP to help his clients implement financial wellness programs, enhance their total rewards strategies, and identify unintentional risks in their holistic benefits offerings. Kameron was voted multiple times as a National Association of Plan Advisors top advisor under 40. Kameron is an adjunct lecturer for The Plan Sponsor University and teaches classes at University of California Los Angeles, University of Southern California, and University of California Irvine. Kameron holds his series 65 license, Life/Health license, and property and casualty license in the state of California.
Jill has nearly 30 years of experience in investment consulting, plan design, fee analysis, ERISA compliance and fiduciary best practices. Previously, Jill was a defined contribution regional practice leader at Mercer Health & Benefits. In 2006, she founded and successfully built Shea Retirement Services. She is the President of the Orange County chapter of the International Society of Certified Employee Benefit Specialists. Jill was named a Financial Times 401 Top Retirement Advisors and 401kWire.com ranked her one of the “Top 40 Most Influential Advisors in Defined Contribution.” Napa Net ranked her one of the “Top Women Advisors of 2017 and 2020.”

 
 

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