About This Course:
Did you know that you know that specific pension retirement plan 5500 information is publicly available? Many people aren't aware that this information can be searched through the EFAST2 Electronic Filing System and that this information can tell you a lot about a retirement plan. This course, Essentials for Looking Up and Reviewing Your 5500, will provide you with straight forward tips on how to look up your Form 5500, identify DOL red flags, and best practices.
Who Is This Course For?
What Will I Learn?
Approximately 30 minutes
Brent Willey is currently the Director of Education at Fiduciary Education. In this capacity, Brent provides educational services to assist retirement plan sponsors and fiduciaries with their plan management. He is also one of the founders of the Retirement Plan Road Show, which is a series of summits and workshops that gather plan sponsors and industry leaders to discuss fiduciary best practices and improving participant outcomes
Brent is a specialist in plan benchmarking, investment advisor searches, retirement plan databases, and developing learning content for plan sponsors.
A graduate of San Diego State University, Brent earned a Bachelors of Science in Finance with an emphasis in Portfolio Management. He also holds Chartered Retirement Plan Specialist designation, from the College of Financial Planning.
In his free time, Brent enjoys tennis, surfing, and spending time with family and friends. He is passionate about investing, financial literacy, and youth sports.