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.
Develop a step by step process for managing retirement plans, reducing fiduciary risks and monitoring prudent experts.
Identify and manage manage fiduciary risk for retirement plan administrators, sponsors and committee members.
Certified Investment Management Analyst, Accredited Investment Fiduciary Analyst,