Events
Bolton Investment's 6th Annual Webinar to Keep You Out of Fiduciary Jail
In this video, Andy Larson and Mike Beczkowski, share proven strategies to reduce your fiduciary risk. In the investment world, Andy and Mike are known as experts who look around corners, see down the road, and know how to keep their clients out of fiduciary jail. Whether you are a novice plan administrator or an experienced committee member, this webinar is for you!
You will learn how to:
1. Understand the importance of a plan governance process.
2. Assist plan sponsors and committees in becoming better consumers of fiduciary services.
3. Identify and address actual and potential conflicts of interest.
4. Avoid the legal implications of inconsistent plan-related documents, service agreements, and contracts.
5. Assess the educational needs of committees and plan officials.
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By Bolton • June 23rd, 2025
