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2018 March Sub Council – Retirement Plans

March 20, 2018 @ 12:00 pm - 5:00 pm

“Key Trends in Retirement Plans”

Presented by:

Lawrence N. Vignola
Managing Principal/Owner
Stable Two Financial LLC

This presentation will provide an overview of a number of key trends impacting retirement plans, followed by a more in-depth look at fee benchmarking and the evolution of how companies pay for plan administration.

Larry is the Managing Principal/Owner of Stable Two Financial LLC, a registered investment adviser that is dedicated to improving the performance of institutional retirement plans. Prior to acquiring Stable Two Financial, Larry spent thirteen years with Fidelity Investments in a variety of roles including Senior Vice President of Client Relationship Management, SVP Marketing/Product Management, and SVP-National Sales Manager.

Before his tenure with Fidelity, Larry served in a variety of field and home office roles within the retirement and employee benefits divisions of Aetna Financial Services, including Assistant Vice President of Guaranteed Products for Aetna Capital Management, and Director of Product Management for Aetna’s full service defined contribution products.

Supplementing his work with Stable Two Financial, he has been a periodic speaker at Cincinnati Bar Association Employee Benefit Committee events on topics such as fee disclosure and due diligence process design. He was also a panelist for two years on a national webinar for attorneys focused on trends in retirement plan revenue sharing, prudent due diligence processes, and alternative pricing strategies.

Larry has also focused on supporting his community and is currently a member of the Board of Trustees for Cincinnati Playhouse in the Park where he is a past Chair and President of the Board. His prior affiliations include: Trustee of the Contemporary Arts Center (Board Vice President); member of the Junior League of Cincinnati’s Community Advisory Council; a member of the Executive Cabinet of the 2009 Fine Arts Fund Campaign and an ex officio member of the Board of ArtsWave.

He received his B.S. degree in Marketing from Florida Southern College, his Executive Certificate in Financial Planning from Xavier University, and currently holds FINRA Series 7, 22, 26, 63, and 65 licenses.

Details

Date:
March 20, 2018
Time:
12:00 pm - 5:00 pm

RSVP For: 2018 March Sub Council – Retirement Plans

Louisville Employee Benefits Council