Past Event


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 


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


August 27th 2019

10AM - 11AM


Space is limited, please RSVP to receive a confirmation of attendance.