Search for: "Susan Mangiero"
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17 Jun 2014, 5:54 pm
Susan Mangiero notes that today on Pension Risk Matters. [read post]
6 May 2011, 8:37 am
Susan Mangiero, who brings expertise in finance and investments to the discussion over the propriety of various investments in defined contribution plans and whether their presence in a plan can support a claim for breach of fiduciary duty, has written this interesting post on the issue I discussed here, namely the role of CFOs in running plans and different approaches to reducing the fiduciary liability risks of including employer stock as investment options. [read post]
22 Mar 2011, 10:44 pm
Susan Mangiero launched the first blog devoted exclusively to the topic of retirement plan governance and investment best practices. [read post]
17 Jun 2014, 2:05 pm
Susan Mangiero has a wonderful post on something that I probably should have known existed, but did not: an internet site where lawyers and other voyeurs vote on the outcome of pending Supreme Court cases. [read post]
22 Sep 2008, 3:08 pm
In an odd coincidence, at the same time Wall Street has been imploding, laying bare valuation and other problems with investments in retirement plans and elsewhere, I happen to have been reading independent fiduciary/401(k) advisor Joshua Itzoe’s book, Fixing the 401(k), which is premised on the idea that 401(k) plans are compromised by inherent, systemic problems, ranging from issues in plan design to the significant impact of fees charged against plan assets (Susan… [read post]
11 Sep 2013, 7:10 am
Here’s a great piece – and not just because I am complimented in it – by Susan Mangiero on the continuing problem of workforce participation, and the impact on retirement financing of a less than robust job market. [read post]
6 Mar 2012, 7:26 am
Susan Mangiero of FTI Consulting, who blogs at Pension Risk Matters (as well as at Good Risk Governance Pays) and is one of my favorite sources of information concerning the investment and risk management realities that lie behind the façade of ERISA governed plans, is, along with a few other worthies, presenting a webinar on Wednesday, March 7, on “The ERISA and Securities Litigation Snapshot: Things You Can Do Now to Minimize CFO and Board Liability. [read post]
13 May 2014, 8:45 am
Susan Mangiero, one of my favorite experts on financial deals and transactions, was kind enough to post on my presentation to the Boston Regional Office of the Department of Labor, where I spoke on common mistakes by plan sponsors. [read post]
31 Oct 2016, 12:45 pm
On Wednesday, November 2, I will switch gears though, and present a much more collaborative webinar with Susan Mangiero – who knows more about the financial side of retirement plans than most of us have forgotten – on the current risk and operational environment faced by pension plans. [read post]
25 Nov 2012, 9:42 pm
Susan Mangiero adds that "learning is a lifetime endeavor. [read post]
12 Nov 2012, 7:04 pm
Susan Mangiero and ERISA attorney Nancy Ross (CFO Magazine, November 8, 2012), experts conclude that Chief Financial Officers need to do their homework before entering into a particular deal. [read post]
25 Apr 2011, 9:03 pm
Susan Mangiero (Fiduciary Leadership, LLC). [read post]
26 Oct 2007, 7:31 am
For those of you wondering about who is a fiduciary and when for these purposes, Susan Mangiero has found a really fun (well, if you like this stuff, anyway) toy, the Department of Labor’s ERISA Fiduciary Advisor, an on-line tool for identifying whether or not someone has achieved fiduciary status for purposes of ERISA. [read post]
4 Jul 2011, 9:54 pm
"Model Risk and Valuation" by Susan Mangiero, Valuation Strategies, March/April 2003. [read post]
6 Aug 2007, 8:26 am
Susan M. [read post]
28 Jun 2012, 8:41 pm
Susan Mangiero, CFA, certified financial risk manager and Accredited Investment Fiduciary AnalystTM served as a member of the drafting committee. [read post]
16 Sep 2012, 7:46 pm
Susan Mangiero and other esteemed speakers in Seattle on October 5,2012 for an important conference entitled "Managing Risk in a Complex World. [read post]
10 Oct 2007, 9:18 am
And experts on the subject of pension governance suggest that they have good reason to concern themselves with these issues: Susan Mangiero points out in the same interview that pension governance practices quite simply leave a lot to be desired. [read post]
28 Jun 2012, 7:16 pm
Susan Mangiero, Managing Director with FTI Consulting, Ms. [read post]
17 Jun 2013, 7:50 am
Susan Mangiero, one of my favorite experts on business valuation, however, has published an excellent article explaining the complexity of appraising and valuing the holdings of pension plans, which illustrates another component to the industry’s opposition to turning appraisers into fiduciaries; the appraisal process for a particular plan can be particularly complex, with significant judgment calls. [read post]
