The last two years have broken records for fiduciary litigation against retirement plan sponsors, but this does not have to be your fate. If your company sponsors a retirement plan, be sure to join us to hear answers to the following top five fiduciary questions of 2022:
- Why is fiduciary education so important?
- What does it meet to be a fiduciary?
- How can I avoid personal liability and ensure my responsibilities are fulfilled?
- Can any of these responsibilities be outsourced?
- What’s new in Washington that will impact my company’s retirement plan?
Learning Objectives:
- Identify who is considered a fiduciary to your organization’s retirement plan.
- Understand the duties of a retirement plan fiduciary.
- Learn how to partner with prudent experts to help you meet your own fiduciary responsibilities.
- Outline strategies for meeting fiduciary duties including investment policy development, ERISA safe harbors and timely topics such as cybersecurity and target retirement date fund selection