The presentation will cover three practical best practices for plan sponsors to follow that will help them mitigate risk, navigate 401(k) plan complexities and fulfill their high-level fiduciary duties.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Define the core fiduciary responsibilities under ERISA.
- Develop a comprehensive Investment Policy Statement (IPS) that outlines roles.
- Evaluate retirement plan performance and fees using benchmarking tools.
Major Topics
- Fiduciary responsibilities
- Fiduciary best practices
- Investment Policy Statement
- Understanding your plan Benchmarking your plan
