Part II of our discussion on fiduciary responsibilities focuses on the common pitfalls fiduciaries face, reasonable fees, and new disclosures.
At the completion of this webinar, participants will be able to:
- Understand expectations of a fiduciary
- Be familiar with the new Department of Labor (DOL) required fee disclosures
- Identify common pitfalls
Presenters: Michael Krucker, a Plante & Moran employee benefit plan consultant, and Kimberly Little from Plante Moran Financial Advisors (PMFA). Moderated by: Carrie Mendoza, a Plante & Moran employee benefit plan audit specialist.