Retirement plan sponsor: What’s a fiduciary to do?
- Date:
- Wednesday, May 14, 2014
- Time:
- 2 p.m. - 3 p.m.
Learn the hazards and practical considerations for plan sponsors in their fiduciary roles, including the roles of administrator and trustee.
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 >>
