Seminar

Raleigh | Fiduciary Essentials for Defined Contribution Plans

December 6, 2018

Overview

In delivering the benefit of a retirement plan, employers act as fiduciaries of the plan both in regard to the assets and operation of the plan. However, many do not fully understand their fiduciary responsibilities, increasing their risk for potential litigation. That’s the “fiduciary challenge.”

Join us for a presentation on what you as a sponsor and plan fiduciary need to do to fulfill duties to the standard of care required by law.

Learning Objectives

Participants will gain beneficial insight about the role of a fiduciary, including:

  • Learning the functions of a plan steward and managing responsibility
  • Identifying the seven fiduciary precepts and the obligations of a plan steward
  • How to apply the seven fiduciary precepts to a simple investment decision-making process

Speaker

  • Monika Hubbard, CEBS, PRP, AIF | Institutional Retirement Consultant | Unified Trust Company

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Hours of CPE | 75 minutes, 1.5 credits
Deliver Method | Group Live
Program Level | Basic
CPE Category | Management Advisory Services