Quarterly Fiduciary Training Series: Part I (Webinar Recording)
As retirement plan sponsors know well, the responsibilities and requirements of complying with laws, standards, and best practices are significant and evolving.
At CAPTRUST, we find that most organizations, regardless of size, choose to rely on a plan committee to oversee and make critical decisions related to their retirement plans. Because of this, a plan committee and its members can shoulder a heavy load as they continuously monitor and make decisions regarding the plan’s investments, operations, administration, fees, and more.
One of the best things you can do for your committee members and your organization is to provide these individuals appropriate training.
In this webinar recording, our seasoned retirement professionals highlight fiduciary fundamentals, including:
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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