Sessions
Concurrent Session
Retirement Plan Management: Implementing a Prudent and Repeatable Process
B301
Monday 06/25/2012 07:00 AM - 08:15 AM
1.25 HR Credit
Focus Areas:
Workplace Application:
The program will provide an overview of the fiduciary requirements and responsibilities under ERISA.
The program will provide an overview of the fiduciary requirements and responsibilities under ERISA. We will present a step by step plan for implementing a prudent process for managing retirement plans. Finally, we will review a case study that takes a plan through an annual fiduciary calendar that covers both plan and participant level procedures to ensure prudence and measure success.
Presenter:
Kevin Mahoney, CIMA, Managing Director, Investments and Senior Institutional Consultant, Raymond James
