Powering up public plans: What every government and not-for-profit sponsor needs to know
Join us July 30 for an insightful webinar designed for retirement plan sponsors, fiduciaries and administrators in the government and not-for-profit sectors.
This session will explore how to uncover hidden inefficiencies, evaluate key plan components and strengthen fiduciary oversight to drive better outcomes. Whether you're looking to refine your current plan or ensure compliance with fiduciary standards, this webinar will equip you with the knowledge and tools to make informed, impactful decisions.
Learning objectives:
- Uncovering hidden inefficiencies in retirement plan design
Gain insights into how plan structure, investment options, and administration can affect overall costs and participant outcomes—especially in government and not for profit settings. - Evaluating recordkeepers, investment lineups, and fees
Learn how to benchmark provider fees, assess investment offerings, and use outcome-based data to drive better value and participant success. - Understanding fiduciary responsibilities and real-world lessons
Explore key fiduciary obligations for plan sponsors through public sector case studies that reveal common pitfalls—and actionable steps to strengthen oversight.
Who should attend
Leadership and professionals from cities, towns, counties, school districts, special districts, utilities, economic development organizations and tribal governments who are involved in decision-making and strategic initiatives.
Presenters
Jay Staley, Ed.D.
Co-host, Director
Matt Bubness, M.P.A.
Co-host, Director
David DuBrava
Senior Advisor
Matt Payne
Senior Advisor
Information about CPE eligibility
There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.
CPE credit: One (1) hour total credit
Level: Basic
Field of study: Specialized knowledge
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.
Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
