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WP&BC SF: Private Investments in Retirement
Registration Info
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Payment in Full In Advance Or At Event
About this event
Our Panelists
Virginia Debbink, QKA, CPFA
As a Retirement Plan Consultant, Virginia works with clients to ensure they are offering quality retirement plans to their employees. At Three Bell Capital, her goal is to provide a full range of investment planning strategies tailored to each client's specific needs.
Rich Merson, CFA, CFP®
Rich is an account manager for PIMCO supporting retirement plan consultants and advisors. He has been in the industry for 28+ years with his time split between record keeping and investment only. Rich has both his CFA and CFP designations.
Learning Objectives
By attending this session, participants will be able to:
Understand the diversification argument - how private equity, real estate, and other alternatives might reduce volatility and enhance returns in retirement portfolios.
Identify the risks and constraints - including liquidity, fees, valuation challenges, fiduciary liability, and participant comprehension.
Compare implementation approaches, such as a component of a managed account or target-date strategy versus stand-alone offerings and the investment vehicle such as a collective trust, separate account or mutual fund.
Assess practical implications for plan governance - what committees, sponsors, and advisors must document, monitor, and communicate to meet fiduciary standards.
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