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View More FIS Retirement Education Webinars, Podcasts and Conferences

Plan Investments: Learning to Speak a Foreign Language [2019]

FIS Retirement Education

Nov. 20, 2019
Recorded Online
Webinar

You work with retirement plans all day, but that doesn’t make you an expert on investment vehicles and the unusual investments used by some clients can complicate administration.

We will start at the beginning and build on basic concepts and plan structures to understand the options used to (hopefully) grow contributions into even more money.

We will also cover potential pitfalls with different types of investment structures that can impact compliance and audit requirements.

Topics include:

  • Investment categories
  • Mutual fund share classes
  • Insurance product terms
  • Qualifying plan assets
  • Requirements applicable to specific investment types
  • Stable value vs. Money market funds
  • Employer stock issues
  • Direct vs. indirect revenue sharing
  • Direct filing entities
  • ROBS
  • Prohibited transactions

Objectives: After attending this Web seminar, attendees should be able to:

  • Explain the general characteristics of different broad assets classes
  • Determine whether a plan assets render it exempt from annual audit requirements
  • Properly report investments on Form 5500 Schedules H or I
  • Explain the potential concerns associated with employer stock
  • Identify investment options that could give rise to a prohibited transaction

Speaker: David Schultz, J.D.

More Information, How to Register

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