2018 Conference Schedule

Thursday, July 14, 2016

2nd Morning Mini Sessions

Understanding Fiduciary Responsibility in Your Retirement Plan

Date: 07/14/2016 8:15-9:50 a.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Taxes
Applicable Audience: CEO/Executive Director
CFO/Finance Director
Finance Staff
HR Director/Manager
HR Staff
Board Member
Tracks: Finance, Accounting, and Tax
Type: Mini
Level: Intermediate
Prerequisites: Retirement plan knowledge/responsibility
CPE Credits: 1.5
Trainers: Angie Whiteside , Erika Young
Applicable Audience:
CEO/Executive Director
CFO/Finance Director
Finance Staff
HR Director/Manager
HR Staff
Board Member
Learning Objectives:
1. Examine the different fiduciary roles in retirement plans.
2. Identify the responsibilities associated with being a fiduciary to a retirement plan.
3. Outline the steps that you can take to reduce your fiduciary liability.
Session Description:
Are you a fiduciary with respect to your organization's retirement plan, and as a fiduciary, do you understand your responsibilities to the plan participants? Please join this session to answer these questions, learn best practices in your role as fiduciary, and discover ways to reduce your fiduciary liability.