United States

Fiduciary webcast series


RSM's four-part webcast series helped attendees gain a better understanding of what it means to be a fiduciary and how to navigate the complicated requirements of offering an Employee Retirement Income Security Act (ERISAcovered retirement plan to your participants.

Recorded webcast

Part I: Fiduciary education overview
Wednesday, June 24, 2015
Develop a general understanding or refresh your knowledge of what is required of a fiduciary.

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Part II: Fiduciary Risk Management

Wednesday, Aug. 12, 2015
Understand how you can develop a fiduciary process and learn about tools related to fiduciary risk management.

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Part III: Fiduciary considerations in the participant experience

Thursday, Sept. 24, 2015
Learn how the structure of your plan can enhance your participant's experience and path to saving for retirement.

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Part IV: Components of a due diligence and monitoring process

Tuesday November 10, 2015
Learn the components of a due diligence and monitoring process that will meet regulatory guidelines.

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Event Information

Who should attend
Chief financial officers, controllers, human resources, plan advisors, plan sponsors and anyone involved in the financial reporting process.

Learning objectives
This webcast series will help attendees understand what is means to be a fiduciary and explain the requirements of Employee Retirement Income Security Act (ERISA) covered retirement plans


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