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More InfoFive 401(k) Do’s & Don’ts For Employers and Fiduciaries
Apr 20, 2022 - 11:30 AM (PT) - Pacific Rim Mechanical
Hosted by San Diego, CA
About this Event
Five 401(k) Do’s & Don’ts For Employers and Fiduciaries
In this fast paced and informative session, employers and retirement plan fiduciaries will get a contemporary look at five important do’s and don’ts they should be aware of.
Learning Objectives:
- Strategies to leverage the scale and buying power of your retirement plan
- How to keep yourself and your plan current with changing regulatory and legal trends
- Options to mitigate and manage your fiduciary risk
- How to use your retirement plan design to your advantage
Agenda:
11:30 am - Registration/Check-In
12:00 pm-1:30 pm - Presentation & Lunch
1.5 CPE Credits in Specialized Knowledge
The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/
Featured Speakers
Rick Unser
Partner / Managing Director
Lockton Retirement Services
Rick Unser, a Forbes Contributor, Host of the 401(k) Fridays Podcast and Workplace Retirement Consultant will share his unique perspective on topics that span from strategies to negotiate retirement plan fees, protecting yourself and other plan fiduciaries from liability, taking care of your employees as they move towards retirement and much more.