Part I of a two-part series on retirement plan fiduciaries. Today there is a growing emphasis on an organization’s fiduciary responsibilities to their retirement plans. It is important to have an understanding of what those responsibilities are and how they can affect you and your plans.
At the conclusion of this webinar, participants will be able to:
- Determine the different types of plan fiduciaries
- Understand the potential personal liability risks of a fiduciary
- Identify key fiduciary responsibilities
Presenters: Laura Taylor, 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.