PUBLISHER’S LETTER
confero
A quarterly publication by Westminster Consulting
A quarterly publication of fiduciary ideas by various
contributors within the industry.
Publisher
Westminster Consulting, LLC.
Editor-In-Chief
Gabriella Martinez
Contributing Editors
Sean Patton, AIF®
Thomas Zamiara, AIFA®
Creative Director
W
elcome to our fourth issue of
Confero, an issue dedicated
to action and determination.
We’ve entitle this edition, What Are You
Waiting For?
Larry Peters, CPA, EA discusses opportunities
to de-risk pension plans and the various
strategies available to plan sponsors. One
particular strategy, Liability Driven Investing
(LDI) has become a topic of much conversation
among consultants and plan sponsor alike.
Our last issue focused on the Tibble v. Larry outlines a number of necessary steps
Edison decision and a number of viewpoints to be considered when implementing a LDI
of this important case from our contributors. de-risking approach.
The consistent take-away that seemed most
prevalent was the unswerving application of Dave Bard, AIF®, challenges us to not
the processes and procedures that fiduciaries to put off addressing many of the issues
need to apply when making decisions. If imposed on plan sponsors when responding
you missed this issue, please visit www. to the regulatory fee disclosures, commonly
conferomag.com to view this and other coined, 408(b)(2). We are all very aware of
past issues.
the tugs and pulls that we are subjected to
managing a business. 408(b)(2) has shed
What Are You Waiting For?, comes on the bright light on the importance and effect
heels of our Tibble edition as a call to action of fees on our participants accounts. Dave
to investment fiduciaries to re-examine their highlights a number of constructive steps
processes, committees, decision making plan sponsors along with their advisors can
procedures, and overall fiduciary exposure ta