Past Event
What?
If you are responsible for the decisions that affect your company retirement plan then chances are you are a fiduciary. What does that mean to you? DO not be caught unprepared; please join us for a complimentary training where you will learn:
What is a fiduciary and basic responsibilities?
Hot topic for DOL investigations
Understanding plan investments & costs
Best practices for retirement plan committees
Consequences if you breach your fiduciary duties
Additional Resources
Where?
Next Steps Retirement
1600 South Main Street
Suite 125
Walnut Creek, CA 94596
Parking is complimentary & light breakfast will be provided.
August 27th 10AM - 11AM past: Training For Retirement Plan Fiduciaries
When?
August 27th 2019
10AM - 11AM
RSVP
Space is limited, please RSVP to receive a confirmation of attendance.