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Snacks & Partner Facts: OneDigital

Snacks & Partner Facts: OneDigital

Tuesday, March 21, 2023
1:00 PM - 1:30 PM (EDT)

Event Details

What a Retirement Plan Fiduciary Needs to Know

At OneDigital, we find that most schools, regardless of size, rely on a plan committee to oversee and make critical decisions related to their retirement plans. Because of this, a plan committee and its members can shoulder a heavy load as they continuously monitor and make decisions regarding the plan’s investments, operations, administration, fees, and more.  One of the best things you can do for your committee members and your organization is to provide these individuals with the information necessary to execute their fiduciary duties prudently. 

Amy Todd and Brian Clark from OneDigital Retirement will highlight fiduciary fundamentals, including:

  • Who is a Fiduciary
  • Types of Fiduciaries
  • Fiduciary Duties
  • Consequences of Fiduciary Breach
  • Best Practices to Manage Responsibilities and Risks

Thirty minutes of your time will allow you to get to know this MISBO Consortium Partner and how they can become a resource for your school. Click on Registration Options above to RSVP!

Amy ToddAmy Todd joined OneDigital as a Retirement Plan Consultant in July 2022 after spending 11 years supporting institutional clients at Vanguard. In her current role, Amy acts as a co-fiduciary for several 403(b) and 401(k) clients in which she consults with plan sponsors and investment committees, monitors investment lineups, and provides employee education. Amy has a Bachelor of Science in Marketing from James Madison University as well as a Series 7 and 63. Outside of work, Amy enjoys teaching fitness classes at her local Y, spending time with friends, family, and her fiancé Sean, and cheering on the Philadelphia sports teams!

Brian ClarkBrian Clark is a Managing Director at OneDigital and has been in this position since 2016. Brian has 35 years in the retirement industry and has built a career around ensuring organizations maximize the benefits of their retirement programs. Brian has a history of leading high performing teams and has been a trusted guide for plan sponsors in balancing both organizational needs and participant success in achieving retirement objectives. Prior to joining OneDIgital Brian held roles at Prudential, Voya, Transamerica, New York Life, and Ascensus. Brian has a B.S. in Marketing from the University of Scranton and an M.B.A. in Management from Marywood University. Brian resides in Spring Lake Heights, NJ with his wife Leah, and 4 children, and coaches for the Spring Lake Heights Little League.

For More Information:

Susan Kimmel
Susan Kimmel
Director of the Purchasing Consortium MISBO (404)920-8844