Cohen & Buckmann, P.C.

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Webinar: Not Doing RFPs for your Retirement Plan? Learn Why This Can Be a Costly Mistake Your Organization is Making.

By Carol Buckmann ·

Carol Buckmann, cofounding partner of Cohen & Buckmann, was invited to speak at the Twelve Points Retirement Advisors’ webinar, “Not Doing RFPs for your Retirement Plan? Learn Why This Can Be a Costly Mistake Your Organization is Making,” on June 17, 2021 @ 12:00 p.m. – 12:30 p.m.

A well-conducted RFP is a critical part of a prudent fiduciary process. It helps retirement plan fiduciaries find the best service providers and positions them to respond to claims of breach of fiduciary duty, if or when they arise.

Carol Buckmann will join Twelve Points Retirement Advisors cofounder and president Francesca Federico for a discussion about the benefits of RFPs for service providers and the basic steps of conducting an ERISA RFP.

With a career that spans more than 35 years, Carol is one of the foremost employee benefits and ERISA attorneys in the country. She is widely known for her in-depth understanding of issues related to ERISA, including pension plan compliance, fiduciary responsibilities, and investment fund formation. Her clients – global and U.S. companies and attorneys – rely on her for advice related to complex pension law and fiduciary problems. She also is experienced at advising global employers on U.S. and cross-border employee benefits matters.

You may register or get more information on the event website.