Fiduciary duty plays a foundational role in ensuring that institutional retirement plans are managed with care, integrity, and diligence. In this session, we’ll explore the essential responsibilities plan fiduciaries carry under ERISA – and how partnering with an independent investment consultant can help strengthen governance, improve oversight, and support compliance with Department of Labor safe harbor standards.
As the year end approaches and new SECURE 2.0 provisions take effect, we’ll also examine what these changes mean for 403(b) and 401(k) plans alike and how to prepare your organization for what’s ahead. Join us as we discuss how to:
Strengthen fiduciary governance by engaging an independent investment consultant
Apply fiduciary best practices to minimize risk and align with plan objectives
Navigate key SECURE 2.0 updates and understand their impact on 403(b) and 401(k) plans
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