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Unravel Your Fiduciary Maze: Best Practices to Keep Your Retirement Plan on Track

Seminar

January 23, 2019 @ 7:30 am - 9:00 am PST

San Francisco, CA

Have you done all you can to guard against Fiduciary Risks in your retirement plan? Join us for a workshop to learn better ways to detect and navigate around any obstacles impeding your plan’s success.

Maze

Topics of Discussion:

  • Introduction to Employee Retirement Income Security Act of 1974 (ERISA)
  • Understand Your Role as a Fiduciary
  • Manage Your Committee Meetings, Processes, and Bylaws
  • Investment Monitoring and Oversight Process
  • Fiduciary “Safe-Harbors”
  • Legal and Legislative Updates
  • Retirement Industry Litigation Trends
  • Insurance for Risk Mitigation/Transfer

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