Sessions
Concurrent Session
Fiduciary Best Practices for Your Retirement Plan Investments
Convention Center 206
Tuesday 06/21/2016 04:00 PM - 05:15 PM
1.25 SHRM PDCs, 1.25 HR Credit
| Competencies: Consultation, Critical Evaluation
| Intended Audience: Senior-Level
Workplace Application:
You will learn about the best practices you should be following in monitoring your retirement plan's investments.
You will learn how to keep your qualified retirement plans out of fiduciary hot water. This session will discuss monitoring plan investment choices, investment option strategies, best practices for RFP processes for investment advisors, the Department of Labor's proposed fiduciary regulations, and a litigation forecast. This session will provide you with:
- The procedures you should implement to review plan investments.
- Best practices for RFP processes for investment advisors and other vendors.
- Details on the impact of proposed fiduciary regulations on your retirement plans.
- Investment policy statements, committee charters and committee minutes, and why you need them.
