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Event Details

    Managing Your Fiduciary Liability

    Date: October 15, 2015, 11:15am – 1:00pm
    CenterPoint Conference Park
    Conference Center/Commons Building
    (Adjacent to Alki Bakery)
    20809 72nd Ave S
    Kent, WA 98032
    Early Registration: SKCHRA Chapter Members are $27.00, Non-SKCHRA Chapter Members are $32.00 and Students are $17.00 (Meal Deal Card Holders save 10%)
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    SKCHRA will be collecting gently worn suits, dresses, sweaters and other working wardrobe clothing at this meeting. Clean out your closet and bring your clothing to benefit those in need. Dress for Success, in conjunction with the YMCA, promotes economic independence of disadvantaged women by providing professional attire, a network of support and the career development tools to help women thrive in the workplace. The organization serves job ready women by referral only from more than 3,000 non-profit organizations nationwide including domestic violence agencies, homeless shelters and job-training programs.


    Do you know who the fiduciary is for your company retirement plan?  Are you aware of the liabilities and responsibilties of the fiduciary?  By the end of this presentation you will understand what a fiduciary is and the responsibilities and liabilities associated with this role.  Recent court cases will be covered surrounding fiduciary management.  Discussion will take place on how plan sponsors can effectively management their fiduciary liability and implement best practices for their organization.


    HR (General) Credit has been approved for this presentation


    Presented By:

    Stephanie Roupe

    Stephanie Roupe acts as First Vice President of Alliant Retirement Services in the Northwest Region. Stephanie has her Masters of Business in finance from Seattle University and has almost ten years of benefits related experience. She specializes in retirement plan consulting for all types of organizations including for and non-profit firms and government entities. Her holistic approach to retirement plan consulting allows her to use complete objectivity when delivering tailored solutions to each client. She covers all aspects of plan management including vendor negotiation, investment management, benefit design, fiduciary liability and compliance management and employee education and engagement.

    Stephanie services organizations of varying industry and size including start-ups. Her mission is to elevate financial literacy in each of the organizations she touches and to deliver engaging and transparent retirement programs to her clients.

    Stephanie lives in Ballard with her husband Joe and is an avid runner and skier and highly engaged in community volunteer activities as she serves on multiple boards and committees and is in her 3rd year as a Junior League Leader.


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