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21 April
401(k) Fiduciary Study Group | April 2022

Description

Overview
In this fiduciary education series, we will be going over important information for plan sponsors, administrators, and trustees of company-sponsored retirement plans such as 401(k)s. In addition, participants will receive a link to the recorded session and action items to help them manage their company's retirement plan better. The material we will go over is the Fiduciary Fitness Program™, prepared by Retirement Plan Advisor Group (RPAG). We will encourage an interactive discussion in these sessions.

Subjects We Will Cover

Module 1 (of 20): Fiduciary Duties and Responsibilities
This module will provide an overview of fiduciary duties and responsibilities for those involved in managing their company's 401(k). We will help you identify who is considered a fiduciary under ERISA. 

Module 2 (of 20): Strategies to Help Minimize Fiduciary Liability
This module will help you understand the liability exposure plan fiduciaries can have and ways to help reduce these liabilities.  

Presenter

Michael Sayre CPFA™, AIF®

Date and Time

Thu, Apr 21, 2022

11:00a - 11:30a MST

Location

Teams Live Event

PT30M
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