Skip to Content

Retirement plan sponsor: What’s a fiduciary to do?

Date:
Wednesday, May 14, 2014
Time:
2 p.m. - 3 p.m.
View On-Demand
Learn the hazards and practical considerations for plan sponsors in their fiduciary roles, including the roles of administrator and trustee.

Older gentleman thinking with his glasses arm in his mouth

This one-hour webinar will introduce plan sponsors to their general fiduciary responsibilities. It will highlight hazards and practical considerations for plan sponsors in their fiduciary roles, including the roles of administrator and trustee. Finally, it will review certain key fiduciary issues that employers face with respect to their qualified retirement plans, including investment- and fee-related topics.

Learning objectives

At the conclusion of this session, participants will recognize:

  • Who is a fiduciary under ERISA
  • The general fiduciary requirements under ERISA
  • What fiduciary duties can be discharged to others
  • Common fiduciary issues and best practices

Presenters

  • Laura Taylor, Lead Technical Benefit Plan Reporting Consultant and Retirement Plan/Benefit Plan Governmental Disclosure Experts Employee Benefit Consulting
  • Michelle Bolofer, Technical Consultant, Employee Benefit Consulting

Moderator

  • Michael Krucker, Senior Technical Consultant and Retirement Plan Expert, Employee Benefit Consulting
Plante Moran is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org >>
 

Related Thinking

Business professional working at a desk using a laptop computer.
November 2, 2022

2023 retirement plans limitations summary

Article 1 min read
Businessperson having a cup of coffee while viewing their monitor screen.
July 12, 2022

280G regulations: Could the sale of your business trigger “golden parachute” penalties?

Article 5 min read
Business professional smiling while looking at documents.
June 15, 2022

Key takeaways: 2022 AICPA & CIMA Employee Benefit Plans Conference

Article 1 min read