Fiduciary Best Practices for Plan Sponsors

TRA [The Retirement Advantage]

ERISA entrusts the care of retirement benefits and the proper operation of retirement plans to “fiduciaries” of the plans, such as the business owners who sponsor them. Fiduciaries who fail can face penalties and personal liability for plan losses. Attend this course to understand fiduciary responsibilities and liabilities, how to identify the different types of plan fiduciaries and implement fiduciary liability reduction strategies and tactics. 

Learning Objectives:

• List the four key responsibilities of plan fiduciaries.
• Learn how to identify plan fiduciaries.
• Understand the potential consequences of a fiduciary failure.
• List fiduciary liability reduction strategies and tactics.
• Differentiate between the two Department of Labor (DOL) fiduciary correction programs.

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