FRS Investment Plan Employer Training Workshop Video

The following video is a condensed version of the Investment Plan Employer Training Workshop. It is presented to you by the following staff from the State Board of Administration of Florida:

  • Walter Kelleher - Director of Educational Services
  • Dan Beard - Director of Policy, Risk Management, & Compliance
  • Stephen Tabb - Director of Investment Analytics
To keep the video brief, we have broken it into several segments, each covering specific topics. It will take approximately one hour to watch all the videos. You may find it helpful to follow along by printing out the workshop slides.



Introduction (slides 1-4)
Resources (slides 5-12)
Plan Administration - Part I (slides 17-21)
Plan Administration - Part II (slides 22-25)
Enrollment Process for New Hires - Part I (slides 26-32)
Enrollment Process for New Hires - Part II (slides 33-37)
2nd Election (slides 38-47)
Investment Funds (slides 48-57)
Advisor Service (slides 58-61)
Investment Plan Features - Part I (slides 62-73)
Investment Plan Features - Part II (slides 74-75)
Investment Plan Features - Part III (slides 76-78)
Please note: Although you may find this video helpful, you may still want to attend a workshop in person since more details are provided and you can receive answers to your questions. Click here for additional information.

To register for a workshop, please call the toll-free FRS Employer Assistance Line (1-866-377-2121, Option 1), and ask for either Chris Winter or Christie Petrosi.

Get Your Questions Answered. Free, Unbiased Financial Planning and Retirement Counseling for FRS Members.
Call 1-866-446-9377 (TRS 711).
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