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AICPA Not-for-Profit Industry Conference 2021

NOT2153 - Retirement Plan Management: Implementing a Prudent & Repeatable Process

Jun 9, 2021 10:35am ‐ Jun 9, 2021 11:50am

Standard: $49.00


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.

Learning Objectives:
  • 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.


  • Kevin Mahoney, Certified Investment Management Analyst, Accredited Investment Fiduciary Analyst, Managing Director, Raymond James
  • Jessica Freeman, Sr. Registered Client Service Associate, Raymond James

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