Sessions
Concurrent Session
Don’t Go It Alone! Leveraging Retirement Plan Partners to Meet Your Responsibilities and Save Yourself Time
W311-313
In-Person
Friday 09/10/2021 01:45 PM - 02:45 PM
Competencies: Business (Behavioral), Organization (Technical), Workplace (Technical)
Workplace Application:
Attendees will learn what resources are available to help their organization engage with prudent experts to manage its retirement benefits plans.
A panel discussion with professions representing a Retirement Plan Sponsor, Recordkeeper, Third Party 3(16) Administrator and ERISA Law Firm. Learn about how these critical constituents work together to ensure a retirement plan sponsor’s fiduciary responsibilities are met. The added bonus – engaging with prudent experts is encouraged by ERISA and can give you the time to focus more on your business. In just 60 minutes you will attain some critical tips to get your retirement plan where it needs to be!
Learning Objectives:
- Learn how to fulfill your fiduciary responsibilities.
- Understand what resources are available to outsource certain fiduciary functions.
- Learn what is on the mind of the Department of Labor and their areas of focus for audits.
- Hear directly from a plan sponsor about how to maximize relationships with retirement plan providers.
Moderator:
Kevin Mahoney, CIMA, Managing Director, Investments and Senior Institutional Consultant, Raymond James