2025 Fiduciary Training Series, Part 2: Effective Plan Governance

CAPTRUST Financial Advisors

As a retirement plan sponsor, your fiduciary responsibilities are complex and ever evolving. Ongoing training can help you understand these duties, minimize risk, and create better outcomes for participants. CAPTRUST has continued its quarterly series of live, online fiduciary training sessions.

One often-overlooked aspect of qualified retirement plan operations is the need for a prudent and comprehensive governance process. Plan rules and procedures are often contained in a series of governing plan documents and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities. By creating a governance process, plan officials can help ensure plan operations are consistent and adhere to fiduciary standards.

Join us on Wednesday, May 14, at 4:00 p.m. ET as Jenny Kiffmeyer, JD, and COO of Retirement Learning Center discusses how to:

• Understand the importance of a plan governance process;
• Assist plan sponsors and committees in becoming better consumers of fiduciary services;
• Identify and address actual and potential conflicts of interest;
• Avoid the legal implications of inconsistent plan-related documents, service agreements and contracts; and
• Assess educational needs of committees and plan officials.

More Information, How to Register