Are You Aware of All of Your Fiduciary Responsibilities?

Managing your company's retirement plan has never been more challenging than in today's difficult economy.  The Department of Labor is escalating action against fiduciaries.  Lawsuits claiming breach of fiduciary responsibility are increasing in frequency.  Our legislative landscape is changing rapidly, presenting complex issues for business leaders.  You and your management team may have personal liability.

This Fiduciary Responsibility seminar will provide you with up-to-date insight and specific strategies to:

• Clearly answer who is a fiduciary?
• Understand your responsibilities and risk as a fiduciary 
• Optimize the financial performance of your plan 
• Create immediate retirement plan expense-reduction opportunities
• Formally address compliance responsibilities as a plan sponsor                   

Hosts:

                                   

Presenters:

Linda Cahill, CLU, ChFC, RPA, Principal, Benefits Resource Group
Ron Stansbury, Attorney, Ulmer & Berne LLP 

All Fiduciaries should attend. Anyone who excercies discretion or control in the management of a retirement plan or selects those who do. For example:

• Business Owners, Presidents
• CFOs / Controllers
• HR Management
• Benefits Managers
• Investment Advisory Committee Members

HRCI credit:

"The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit."