NOT2153. Retirement Plan Management: Implementing a Prudent & Repeatable Process

The program will provide an overview of the fiduciary requirements and responsibilities under ERISA. We will present a step by step plan for implementing a prudent process for managing retirement plans. Finally, we will review a case study that takes a plan through an annual fiduciary calendar that covers both plan and participant level procedures to ensure prudence and measure success.

Learning Objectives:

• Develop a step by step process for managing retirement plans, reducing fiduciary risks and monitoring prudent experts.
• Identify and manage manage fiduciary risk for retirement plan administrators, sponsors and committee members.