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Director, Strategic Accounts and Channel Development

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Automotive Industries Trust Funds
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Daybright Financial
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Attorney - ERISA, Benefits, & PRT

Securian Financial Group
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View More Bolton Webinars, Podcasts and Conferences

5th Annual Fiduciary Webinar to Keep You Out of Fiduciary Jail

Bolton

Mar. 19, 2024
On-Demand
Webinar

In this video, Andy Larson and Mike Beczkowski, share proven strategies to reduce your fiduciary risk. In the investment world, Andy and Mike are known as experts who look around corners, see down the road, and know how to keep their clients out of fiduciary jail. Whether you are a novice plan administrator or an experienced committee member, this webinar is for you!

You will learn how to:

  1. Build a successful fiduciary governance strategy to avoid fiduciary litigation
  2. Find the hidden fees that will deplete your employee retirement nest egg
  3. Create a successful communication campaign to boost participation
  4. Discover if your vendor's cyber security protection program is really safe for your employees
  5. Take protective steps now in anticipation for potential SECURE 3.0 Act provisions

More Information, How to Register