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Quarterly Fiduciary Training Series: Part 1

CAPTRUST Financial Advisors

Feb. 9, 2023
On-Demand
Webinar

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:

  • An overview of ERISA
  • How to identify plan fiduciaries
  • An outline of fiduciary obligations
  • Fiduciary duties as outlined by ERISA

More Information, How to Register