Webinar: Are You Offering an Effective Retirement Plan?

By Bolton July 15th, 2020

On July 23, 2020, Mike Beczkowski, Senior Consultant with Bolton Investment, introduced Heidi LeMieur from The Retirement Learning Center who presented the following topic:

On Beyond Fiduciary: Effective Plan Governance

  • Understand the importance of a plan governance process
  • Identify and address actual and potential conflicts of interest
  • Assess educational needs of committees and plan officials
  • Understand plan fees and expenses
  • Avoid costly litigation and reduce exposure to personal liability

The presentation can be found here