Are you aware that by serving in a fiduciary capacity for your company’s retirement plan you might be placing yourself at considerable risk?
Join us for an educational webinar where we will discuss some of the most important steps that you can take to mitigate those risks and reduce potential liability.
You will learn about:
- Drafting Plan Policies & Charters
- Fiduciary Liability Insurance
- Indemnifying Fiduciaries
- Practicing Procedural Prudence (404a & 404c)
- Education and Documentation
- Hiring Consultants: 3(21), 3(38), and 3(16) Fiduciaries
- Required Distributions
- Conducting Audits (plan & outsourced services)
Earn HRCI CE & SHRM Credits-this session is pre-approved!
Michael Viljak Manager, Consultant Development, Senior Plan Consultant
For more information:
or call 800.959.0071