About this Seminar
Who is a Fiduciary, and more importantly, what does it mean? If you have a retirement plan (401(k), 403(b), Profit Sharing), this workshop will help you understand the basics - and your responsibilities - pertaining to retirement plan governance.
Our great speakers will help you understand:
- Definitions, roles & responsibilities of fiduciaries
- Managing and navigating fiduciary duties
- Burdens, potential pitfalls and consequences of breaching fiduciary responsibilities
Bonus content: Financial Wellbeing
Director of Financial Services, Marsh & McLennan Agency
Retirement Plan Consultant, Marsh & McLennan Agency
Location & Time:
Marsh & McLennan Agency
1st Floor Training Room
2725 S. Moorland Road
New Berlin, WI 53151
Wednesday, May 15, 2019
Registration: 1:45 - 2:00PM
Seminar: 2:00 - 4:00PM
Social with complimentary cocktails and snacks: 4:00 - 5:00PM
WHO SHOULD ATTEND: Anyone involved with the administration of your organization's retirement plan including CEOs, CFOs, Finance and HR leadership.
This program has been approved for 2.0 recertification credit hours through the HR Certification Institue.
This program is vaild for 2.0 PDCs toward SHRM-CP and SHRM-SCP recertification.