Join Us for Bolton Investment’s 7th Annual Webinar to Keep You Out of Fiduciary Jail!

An often overlooked aspect of qualified retirement plan operations is the need for a prudent and comprehensive governance process. Plan rules and procedures are frequently contained in a series of governing plan documents and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities. By creating a governance process, plan officials can help ensure plan operations are consistent and adhere to fiduciary standards.

Join Senior Consultant Mike Beczkowski and Andy Larson, Director of Retirement Education and Advisor Practice Management at Retirement Learning Center, LLC for a webinar on best practices and walk away with:

• An understanding of the importance of a plan governance process
• The ability to assist plan sponsors and committees in becoming better consumers of fiduciary services
• The ability to identify and address actual and potential conflicts of interest
•  Ways to avoid the legal implications of inconsistent plan-related documents, service agreements, and contracts
• The knowledge needed to assess the educational needs of committees and plan officials

The event is on Thursday, June 25th from 10:00am to 11:00am EST, hosted virtually via Zoom. This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification. To receive CE credit, you must remain logged into the video portion of the webinar for the entire program. Logging into the audio portion only is not sufficient for CE credit.

General registration (no shrm ce credit)

registration + earn shrm ce credit