On Wednesday, February 8, 2012 our own Mark Sulpizio attended Federated Investors’ Retirement Security Symposium at The Harvard Club of New York City. This special event was by invitation only and featured The Honorable Bradford P. Campbell as the Key Note Speaker. Mr. Campbell formerly served as the Assistant Secretary of Labor for Employee Benefits, the head of the Employee Benefits Security Administration (EBSA). He is a nationally recognized figure in employer-sponsored retirement plans. The symposium focused on changing the role of the Financial Advisor as it relates to investment committee best practices, fiduciary status and its implications, and prudent investing in turbulent markets.
