Participant Advice Solutions: What's Working & What's Coming

Providing investment advice to plan participants presents significant challenges as well as opportunities. Join us as our panel of experts - representing a plan level advisor, an institutional vendor solution & two independent participant advice specialists - share their trials, tribulations and solutions. By sharing successful strategies, including an approach with a 50% utilization rate by plan participants, attendees will learn what is working from the source. Our panelists will also discuss the new regulatory requirements, implications and best practice solutions for successful participant retirement outcomes.

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Segment 1
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Guest

Edward M. Lynch, Jr.
Managing Director, Dietz & Lynch Capital
Edward Lynch is the Managing Director of Dietz & Lynch Capital. Ed's primary focus is on assisting plan fiduciaries with compliance, document review, review & monitoring processes, investment performance & due diligence files, asset allocation strategies, the evaluation of fees and overall plan performance. Mr. Lynch has serviced ERISA-qualified plan sponsors and designated fiduciaries in most aspects of plan development and maintenance since the early 1980s. In 2003, Ed became one of the first practitioners in the United States to complete the Accredited Investment Fiduciary Auditor (AIFA) program of advanced studies at The Center for Fiduciary Studies, Joseph Katz School of Business, University of Pittsburgh. In September 2008, Dietz & Lynch Capital became one of the first Investment Advisors to successfully complete the Centre for Fiduciary Excellence (CEFEX) independent certification process. The CEFEX certification provides assurance to investors, both institutional and individual, that Dietz & Lynch Capital has demonstrated adherence to the industry's best fiduciary practices. In 2009, Mr. Lynch was recognized as one of the 40 "Most Influential Retirement Plan Advisors" by the 401(k) Wire, the 401(k) Exchange and The Boston Research Group. He is a graduate, summa cum laude, of Gordon College in Wenham, Massachusetts, a member of numerous professional organizations, a columnist and a frequent speaker on ERISA-related topics. He has served as an Expert Witness in ERISA-plan related litigation and is a Contributing Editor for Pension Governance, LLC. He is the co-author of the forthcoming eBook "Fiduciary Plan Governance: A Guide for 401(k) and 403(b) Sponsors."


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