Fiduciary Matters: How to Be the Best 401(k) Plan Trustee for Your Organization
October 26 @ 10:00 am - 11:00 am CDT
If you serve as the 401(k) plan fiduciary for your organization, this webinar will provide much-appreciated insight into industry best practices. Join CRI TPA Services’ CEO and partner Daniel Rodriguez and COO and partner Joy Hodgson for a free, informational webcast that will review the basic types of trustee duties, discuss types of investment classes prohibited in a retirement plan, and explain the various fees and expenses that all fiduciaries should know about and monitor on an ongoing basis. Attendees will gain a deeper understanding of both ERISA and IRS regulations as well as best practices for mitigating fiduciary liability.
• Understand key differences between types of trustees (individual vs corporate)
• Learn to identify and monitor fees and expenses paid by the plan
• Discuss best practices for mitigating fiduciary liability and how to avoid prohibited transactions
• Explore and understand ERISA vs IRS regulations