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Maximizing Your Retirement Plan Goals and Mitigating Your Fiduciary Risk

In this program you will get an overview of ERISA fiduciary responsibilities pertaining to qualified retirement plans. We will review how plan sponsors can establish prudent fiduciary processes and maximize retirement outcomes for plan participants. You’ll learn current retirement plan Best Practices and understand and benchmark plan fees. We will cover the different types of fiduciaries and industry trends and offerings.

  • Describe ERISA fiduciary responsibilities and risk factors
  • Understanding fees and expenses and determine reasonableness
  • Discuss Best Practices and considerations to maximize retirement plan goals

Speaker:

Pete is a senior vice president and retirement plan consultant with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations.

Pete participates in various charitable events and volunteers his time at his children’s school. He also enjoys celebrating his ethnic heritage and
is an active participant in local cultural groups. Pete has been quoted in
various articles and publications, speaking on various retirement plan
topics.

Event details:

Thursday, December 8, 2022
Noon – 1:15pm
Free Virtual Event

 

 

 

CPE Credits

One (1.0) CPE credit available. Field of Study: TBA

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.

 

Tickets

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Chapter Member (PD-12-8)Free

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Chapter Partner (PD-12-8)Free

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Non-Member (PD-12-8)Free

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