Your friends at Hardy Reed and Vanguard invite you to a Round Table on: Survival Strategies for the Pension Plan Roller Coaster
Speakers and topics that will be covered:
Ken Parkinson, AIFA, PPC, CFS, CEFEX Analyst – Vice President of Retirement Plan Services at Hardy Reed, LLC will begin with a discussion on the state of US DB Plans and DB Plan Governance.
Brett Dutton, FSA, EA, CFA – Lead Investment Actuary at Vanguard Institutional Advisory Services, will be speaking on Liability Driven Investment Strategy.
RSVP: firstname.lastname@example.org 662.269.6620
Limited Space Available.
Round Table 1:
Wednesday, September 27, 2017
11:30 AM – 1:00 PM – Luncheon
River Hills Country Club | In the Grill Room
3600 Ridgewood Road
Jackson, Mississippi 39211
Round Table 2:
Thursday, September 28, 2017
9:30 AM – 11:00 AM
The Inn at Ole Miss Hotel and Conference Center | In the McMillan Boardroom
120 Alumni Drive
University, Mississippi 38677
Hardy Reed, LLC, is an independent investment advisory, fiduciary consulting and retirement plan services firm providing Objective Fiduciary Guidance. We are a SEC Registered Investment Advisor (RIA) with clients throughout the United States. Our team of investment advisory, fiduciary consulting and retirement plan services professionals provides objective consulting and investment advisory guidance to high-net-worth individuals and their families, institutions such as endowments and foundations, and retirement plan administrators on strategies to help preserve and grow capital.
Hardy Reed, LLC has earned the Centre for Fiduciary Excellence (CEFEX) certification. According to CEFEX, “Hardy Reed, LLC is among the first Investment Advisors globally to successfully complete the independent certification process.” Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that our team has demonstrated adherence to the industry’s best fiduciary practices. This indicates that our interests are aligned with those of investors.
THE VANGUARD GROUP
Most investment firms are either publicly traded or privately owned. Vanguard is different: We’re client-owned. Our clients own the Vanguard member mutual funds, and those funds own Vanguard. Vanguard provides to the funds all of their corporate management, administrative, and distribution services at cost, which enables the funds and their shareholders to keep the money that would otherwise be paid to the corporate owners of a typical mutual fund company.
Since our founding in 1975, helping our investors achieve their goals is literally our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind.
Our investment philosophy is also directly related to our ownership structure. We advocate basic investment principles, such as balance and diversification and taking a long-term perspective, because we’ve found those elements are enduring.