Don't Forget the Disclosures: What's Required to Keep Plan Participants and Beneficiaries Informed

Multnomah Group

Join us for an educational fiduciary training webinar focused on the duties required to keep participants and beneficiaries informed. This session is designed for committee members and fiduciaries involved in retirement plan management and will cover essential aspects of employee engagement, required disclosures, and best practices for fiduciary governance.

Key Topics:

• Understanding Fiduciary Responsibilities: Learn the core areas of responsibilities for a retirement plan fiduciary, including foundational documents, service providers, and plan operations.

• Required Disclosures: Gain insights into the mandatory disclosures and notices that fiduciaries must provide to participants, such as Summary Plan Descriptions, Annual Reports, and Fee Disclosures.

• Optional Engagement Strategies: Explore additional ways to engage with participants, including group meetings, targeted mailings, and financial wellness programs.

• Digital and Paper Notices: Understand the regulations around electronic and paper delivery of participant notices, including safe harbor provisions for e-delivery.

• Selecting Service Providers: Learn the prudent process for selecting and monitoring service providers to ensure effective employee engagement.

More Information, How to Register