"5 Fiduciary Best Practices for Every Retirement Plan"

Tuesday, October 11th

7:30am-9:30am

Loyola College Graduate Center - Timonium Campus

2034 Greenspring Drive

Timonium, MD 21093

Directions

Speaker

Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group, Greenspring Wealth Management and Author of Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully.

Managing a retirement plan can be a daunting and complex task for any organization, regardless of size. Most plans are confusing to understand, difficult to administer and fraught with liability exposure. With arbitration and litigation for fiduciary breaches running at an all-time high, it is likely that complaints and/or lawsuits alleging plan mismanagement will continue to increase.

This workshop will provide the practical information plan sponsors and fiduciaries need to more effectively manage their company's retirement plan (and protect their organization), including tips and solutions on how to improve plan management, manage liability, reduce fees, select appropriate investments, and minimize their chances of making a costly mistake.

Here's what you'll learn and why you need to attend:

  1. The Secrets to Creating An Effective Plan Committee
  2. Making Sense of Plan Fees Without Getting the Runaround
  3. Choosing the Right Investments for Your Plan
  4. Avoiding Operational Landmines
  5. Using Technology to Minimize Your Risk and Protect Your Company
  6. Fiduciary Best Practices Case Study 

In addition to the valuable information above, all attendees will receive a complimentary copy of Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully.


Schedule

7:30am - Registration

8:00am - Presentation

9:30am - Conclusion

 

Register

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