$250

Fiduciary Essentials® for Defined Contribution Plans Workshop

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Location

River Hills Club

3600 Ridgewood Road

Jackson, MS 39211

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

You are Cordially Invited to the Fiduciary Essentials® for Defined Contribution Plans Workshop



Many plan sponsors, stewards and investment committee members are unaware of their fiduciary duties and responsibilities. With increasing regulatory pressure to implement fiduciary standards of care, plan fiduciaries can turn to Fiduciary Essentials® for Defined Contribution Plans (FEDC) to learn how they can improve their fiduciary decision-making process while minimizing liability.


This Workshop is designed to provide education and resources to business owners, fiduciaries, CFOs, finance, human resource and benefit executives.


Program Overview

- Identify the function of a plan steward and importance of managing responsibility
- Illustrate the seven fiduciary precepts and the obligation of a plan steward
- Apply the fiduciary precepts to a simple investment decision-making process


Cost

The cost is $250 per person and includes all training materials and lunch. Participants will be able to apply for SHRM and HRCI credits upon the completion of the course. We will be applying for CLE and CPE credits. In addition, Participants will receive a Certificate of Fiduciary Training. There are very few options for plan sponsors to receive fiduciary education and many of these options are expensive for the average plan sponsor. This workshop is priced so even a start-up plan could take advantage of it.

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Date and Time

Location

River Hills Club

3600 Ridgewood Road

Jackson, MS 39211

View Map

Refund Policy

Refunds up to 7 days before event

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