Multnomah Group

Upcoming Webinar

Retirement Plan Fiduciary Fundamentals: Exploring the Foundation of Fiduciary Duty and Governance Requirements

Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Did you know that the DOL requires employers to educate retirement plan committee members on their roles and responsibilities? Join us for a webinar that covers the first tier of our Fiduciary Training Program that helps build a strong foundation for understanding what is required of plan fiduciaries.

Specifically, we look at:

  • Rules and regulations governing retirement plans
  • Understanding ERISA Fiduciary Responsibilities
  • Consequences of a breach of your fiduciary duty
  • What governance documents can be utilized to support your fiduciary compliance

Date: Wednesday, July 26, 2023 at 10:00 a.m. Pacific

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Interested in more topics focused on retirement plan sponsors?
Visit our Resources page.