Join us for an insightful Employee Benefits Forum where we’ll cover key topics such as maintaining plan compliance, navigating regulatory updates and exploring industry trends. Our experts will also discuss fiduciary responsibilities under ERISA, providing best practices and recent legal developments to help you manage your duties effectively.
What You’ll Learn:
- Retirement plan best practices to mitigate risk and ensure efficient and compliant plan operations
- Emerging trends in retirement plan design, investment offerings and participant engagement strategies
- Practical implications and key takeaways from recent regulatory developments and published guidance
Presenters:
- Patricia Giudici – Shareholder, Accounting, Assurance and Advisory Services
- Frances Kusnierz – Senior Manager, Accounting, Assurance and Advisory Services
- Alexander Papson – Senior Manager of Fiduciary Solutions, Schneider Downs Wealth Management Advisors, LP
Don’t miss this opportunity to enhance your knowledge and improve your plan’s outcomes!
CPE Information:
Host: Schneider Downs
Delivery Method: Virtual
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Fields of Study: Specialized Knowledge (1.5 CPE Credits)
For more information on this event or if you have any trouble, please contact Lindsay Sherrill.