It’s still on! Because of COVID-19, the Retirement Plan University Workshop will be held as a webinar for ONE HOUR from 9:00 a.m. to 10:00 a.m. on April 23rd. Sign up today!
Fiduciary Fundamentals You Should Know
Financial Resource Advisors, Mike Hulme, FSA, AIF**
If you oversee or administer your firm’s retirement plans, you typically serve as a fiduciary – whether you realize it or not. Plan fiduciaries expose themselves to personal liability when responsibilities are left unfulfilled. Unawareness is NOT defensible in court. Session objectives include recognizing the importance of fiduciary responsibilities, understanding the role, identifying expectations, and understanding the importance of fiduciary excellence and adopting prudent practices.
Tales from a TPA – Best and Worst Practices of Plan Sponsors
Paradigm Benefits, Kari Schaffer
Retirement plan administration is complex and errors happen. Mistakes increase risk for penalties and plan disqualification if not handled correctly. Learn the most common mistakes and how to correct errors. Learn best practices and plan design tips to help your plan be an effective tool for you and your employees. Additional topics include awareness of audit triggers and how the IRS and DOL select plans to audit.
Regulatory Developments and Industry Trends
John Hancock Retirement Services, Bill Cartwright
BlackRock, Kyle Schmit
Join in this authoritative update on recent legislative and regulatory developments impacting retirement plans and influencing the future of plan design and administration. ERISA litigation cases will highlight unique issues taken to the Supreme Court. Industry trends and key topics will be explored noting their potential effect on employers that sponsor plans and the retirement plan providers that serve them.
** Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser.
Cetera is under separate ownership from any other named entity. Event funded in part by John Hancock Retirement Services and BlackRock.