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Internal Channel Sales Team Lead July Business Services
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Mergers & Acquisition Specialist Compass
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Compass
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Relationship Manager – Defined Contributions Daybright Financial
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Senior Client Service Specialist EPIC RPS
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Independent Retirement
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Daybright Financial
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Automotive Industries Trust Funds
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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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The Pension Source
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Nova 401(k) Associates
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Independent Retirement
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Pentegra
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
View More CAPTRUST Financial Advisors Webinars, Podcasts and Conferences
Quarterly Fiduciary Training Series: Part 1CAPTRUST Financial Advisors |
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Feb. 9, 2023 On-Demand Webinar |
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As retirement plan sponsors know well, the responsibilities and requirements of complying with laws, standards, and best practices are significant and evolving. At CAPTRUST, we find that most organizations, regardless of size, choose to rely on a plan committee to oversee and make critical decisions related to their retirement plans. Because of this, a plan committee and its members can shoulder a heavy load as they continuously monitor and make decisions regarding the plan’s investments, operations, administration, fees, and more. One of the best things you can do for your committee members and your organization is to provide these individuals appropriate training. Join CAPTRUST for a quarterly fiduciary training series to help committee members understand their duties and responsibilities and what good governance looks like. In our upcoming webinar, our seasoned retirement professionals will highlight fiduciary fundamentals, including:
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