Make your plan great
This presentation will focus on best practices for qualified retirement plans in three general areas:
- Best practices for an effective and healthy retirement plan.
- Best practices to maintain your plan’s qualified status ensuring ongoing compliance with IRS and DOL rules and regulation.
- Best practices to manage and mitigate fiduciary liability for the organization.
What you'll learn
- Identify best practices to maintain an effective and healthy retirement plan for your employees.
- Identify best practices to ensure ongoing compliance with governing codes, rules, and regulations.
- Identify best practices to manage and mitigate fiduciary liability for the organization.
Who should watch
- HR professionals
- CFOs
- Business owners