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From RFP to Annual Review - How to Hire and Evaluate Your 401(k) Investment Adviser


May 1, 2019 10:57 AM

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Al Otto, AIFA®
Co Founder & CEO @Veriphy Analytics, Inc.
Al is the Co-Founder and CEO of Veriphy℠, a 35-year veteran of the financial services industry and has spent the majority of his career as an independent RIA. As a serial entrepreneur, he has built four financial service companies. He is a nationally recognized author and speaker in the financial industry and is a federally recognized expert on 401(k) fiduciary matters.
Lauri B. London
Investment Advisor and Corporate Attorney @Cohen & Buckmann P.C.
Lauri has over fifteen years of experience advising investment advisers, originally as an associate in the New York law firm of Rosenman & Colin (now Katten Muchin Rosenman) and for most of her legal career as in-house counsel and Chief Compliance Officer of an SEC-registered investment adviser. Most recently, she served as Chief Compliance Officer and Associate General Counsel for Boston Private Wealth and its predecessor firm, Banyan Partners.
Carol I. Buckmann
Attorney @Cohen & Buckmann, P.C.
Is widely known as an outstanding and innovative benefits lawyer, who deals with some of the foremost issues in ERISA, including pension plan compliance, fiduciary responsibilities and investment fund formation. Carol's expertise on ESOPs, pension and investment committees, and welfare plans is valued by her clients in the context of compliance programs, government audits, and mergers & acquisitions.