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Our Panelists

Virginia Debbink, QKA, CPFA

As a Retirement Plan Consultant, Virginia works with clients to ensure they are offering quality retirement plans to their employees. At Three Bell, her goal is to provide a full range of investment planning strategies tailored to each client's specific needs. 

Rich Merson, CFA, CFP®

Rich is an account manager for PIMCO supporting retirement plan consultants and advisors.  He has been in the industry for 28+ years with his time split between record keeping and investment only.  Rich has both his CFA and CFP designations.

Learning Objectives
By attending this session, participants will be able to:

Understand the diversification argument - how private equity, real estate, and other alternatives might reduce volatility and enhance returns in retirement portfolios.

Identify the risks and constraints - including liquidity, fees, valuation challenges, fiduciary liability, and participant comprehension.

Compare implementation approaches, such as a component of a managed account or target-date strategy versus stand-alone offerings and the investment vehicle such as a collective trust, separate account or mutual fund.

Assess practical implications for plan governance - what committees, sponsors, and advisors must document, monitor, and communicate to meet fiduciary standards.