Fiduciary Risks – A Retirement Plan Checkup
Webcast Recorded August 7, 2019
Watch our educational webinar for a simple process to help plan sponsors meet their fiduciary duties. We performed a deep dive on our retirement plan checkup to address retirement readiness, plan administration, costs, investments and service providers. Clear next steps are designed to help viewers begin to assess the state of retirement at their company and map out a path forward.
Fiduciary Financial Partners, LLC | BrightTALK
Presenters:
- Nicholas Economos, CRPS®, Partner & Chief Retirement Officer
- Miaciah Manuel CFP®, Financial Advisor
Retirement plan fiduciary risk is widespread – exacerbating the retirement crisis. Did you know 33% of plan sponsors do not realize they are fiduciaries? Or that 64% of all Department of Labor audited plans were fined – averaging $200,000 per plan? Our mission at Fiduciary Financial Partners is to change the world one plan at a time – and we do that through plan sponsor education and process discipline.
The first in a series of webcasts to cover the essentials of retirement plan sponsor fiduciary duties, this webcast will help prepare you for our next session on retirement plan design.
This webcast is intended as an educational service for our retirement plan sponsor clients, but it is also designed as a public service to benefit institutions overall and address the retirement crisis.