About This Seminar
Join us for this accredited workshop to gain a better understanding of the key elements and to learn best practices.
We will delve into key topics including:
- What is a fiduciary and what does it mean;
- Basics of fiduciary with some real world examples and applications;
- A review of plan governance, investment options and service fees.
Our goal is to empower you with the tools and resources to address the strategies and trends of 401K plans.
3331 W. Big Beaver Rd., Ste. 200
Troy, MI 48284
8:30- Registration & Breakfast
Mitch Milless, Sr. Vice President, Financial Services
Alex Moen, CPC, Client Relations Manager, Financial Services
This program is valid for 2.0 PDCs toward SHRM-CP and SHRM-SCP recertification.