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Community | Fiduciary Responsibilities: An Overview for Retirement Plan Sponsors

Did you know that your company's retirement plan is a living document? Are you looking to add retirement to your company's benefit package? Is your existing plan in compliance with current IRS standards? 

This program, led by retirement experts from Mutual of America, will educate new and existing 401k and 403b plan sponsors on the complex terms of retirement plan management and provide a path to ensure you are meeting all obligations. We'll review who is a "fiduciary" and what that classification means for your organization's liability.

Participants can expect to walk away with the ability to:

  • Identify a fiduciary, and what that means in practice 
  • Navigate the sales process without falling for “scare” tactics
  • Understand the responsibilities that must be met
  • Maintain compliance with federal legislation

Presenters

Andrew Brockington and Nicole Price are Group Account Representatives with the Atlanta-based Mutual of America Financial Group team. Together, Nicole and Andrew possess 30-plus years of experience in the financial services industry.

 

Program Stats:

Date

January 21, 2021

Time

10:00 am - 11:00 am EST

Address

Online Event
You will receive log-in information after registering for the event.

Registration Details

Fees
Free Community Event


January 21, 2021