Plan Governance and Fiduciary Responsibility Amidst the COVID-19 Crisis By: Thomas ZamiaraAIFA®, Charles Privitera JrSHRM-SCP, AIF® 2020.04.09

 

My special guest Tom Zamiara, founding partner of Westminster Consulting, talks to us today about plan governance and oversight, and the roles and responsibilities of the fiduciaries. We cover their obligations to meet and to address the many needs brought on by the crisis, including how to address those employees planning to retire this year or next.

Thomas F. Zamiara

Founding partner of Westminster Consulting, Tom serves corporate, non-profit and foundation clients.

An avid sports enthusiast and fan at his sons’ sports events, Tom is a longtime fan of the University of Notre Dame. Tom has been associated with St. Peter’s Soup Kitchen in Rochester, NY for decades...

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Charles Privitera Jr

Charles (Chuck) is a Senior Consultant at Westminster Consulting. Chuck has client relationship responsibilities primarily in the Metro New York and Mid-Atlantic regions. He assists his clients with the design, implementation, and investment monitoring of their retirement plans, financial well-being...

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