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Are You Offering an Effective Retirement Plan?

Bolton

July 23, 2020
Recorded Online
Webcast

Mike Beczkowski, Senior Consultant with Bolton Investment, will be introducing Heidi LeMieur from The Retirement Learning Center to present 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

Presenters:

  • Mike Beczkowski, Senior Consultant, Bolton Investment
  • Heidi LeMieur, C(k)P, Director of Client Relations, Retirement Learning Center

More Information, How to Register

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