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Fiduciary Fundamentals - Issues, Actions, & Resolutions


Common Plan Deficiencies download available here!

Retirement plan fiduciaries are tasked with ensuring their company delivers a high-quality plan at a reasonable cost. It is important to conduct and oversee regular reviews of plan features, design, services and expenses. With ever changing regulations surrounding fiduciary responsibilities, it is important to make sure you understand your risk and liability. 

This seminar will provide retirement plan fiduciaries with an overview of:

  • Basics of Fiduciary Fundamentals 
  • Investment Services 
  • Insights from a Legal Perspective 
  • Department of Labor Update 

The panel of experts includes: 

  • Paul Carl, Vice President - Retirement Services, HORAN Retirement Advisors
  • Bob Saelinger, Partner, Graydon
  • Beth Vice, CPA, Shareholder, VonLehman CPA & Advisory Firm 

Approved for 2.0 HRCI credits

Click here to view the panelists' bios.