Stormy Weather Ahead: Perspectives on Retirement Plan Fiduciary Risk

As a fiduciary, what should you be concerned about?

• Legal: Prioritizing risks and understanding required documentation
• Investments and fee disclosure: What to include in the fund menu
• Audit: Deficiencies in plan administration and operations
• Administration: Compliance and recordkeeping requirements

Presenters will share true stories to help you avoid common pitfalls. Attendees will have an opportunity to have all of their questions answered.