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Managing Fiduciary Risk in Your Retirement Plan

Event type:  Workshop
Date:  April 16, 2013
Time:  8:30AM EST-10:00AM EST
Location: 

Gelman, Rosenberg & Freedman

4550 Montgomery Avenue NW, Suite 650N

Bethesda, MD 20814

Details: 

Many nonprofits that sponsor 401(k) and 403(b) benefit plans are not fully aware of their responsibilities as fiduciaries and the regulations that pertain to retirement plans. Join us at a one-hour discussion to learn more about:

  • Are you a fiduciary and are you meeting your fiduciary requirements?
  • Understanding the new fee disclosure requirements 408(b)(2) and 404(a)(5)
  • Understating revenue sharing
  • Identifying potential fiduciary breaches
  • How to put requirements to practical use  

Presenters:  Jackie Cardello

We love working with Andreas at Water For People!  He is a consummate professional yet encourages, even expects, a high standard of quality work but does so without being intimidating or demanding. 

Crystal Huish, CPA, CGMA |  Controller
Water for People