401(k) retirement plan fiduciaries are uniquely positioned to positively impact the lives of participants and their families. In fact, their role is critical. Whether they are a first-time retirement plan committee member or a long-time veteran, they want to make the best decisions for their plan participants to get them on track for retirement.

But let’s face it, serving as a member of a 401(k) retirement plan committee can feel extracurricular. It, oftentimes, isn’t a part of the ‘regular’ job duties and doesn't get the time it deserves. So, how they be confident in this important work and feel equipped to make the big decisions ahead?

Every other month, we host this comprehensive workshop designed to teach retirement plan fiduciaries what they need to know to feel confident and successful in their role – and make a difference in your employees’ lives!

Learning Objectives:

●             Role as a Fiduciary Committee Member and How It Can Have a Great Impact

●             ERISA and the Rules of the Retirement Plan Game

●             Plan Management and Governance

●             Fiduciary Duties and How to Keep Out of Trouble

●             How to Conduct the Oversight Orchestra 

●             The Importance of Measuring the 3 Key Drivers of Retirement Readiness