Manufacturing Live Web Series: Fiduciary Review and Year-End Planning for 401(k) Retirement Plans
November 28, 2011; 12:00 PM to 1:00 PM (CST)
Location:
Online Event
Sign-on information will be sent to registered participants 24 hours before the event
The end of the year is upon us, and with that come planning opportunities for employer-provided 401(k) retirement plans. Take this opportunity to learn about important year-end planning tools that can be put in place to help highly compensated employees defer maximum dollars to their retirement plans. Next year will also bring about much-needed change to the world of 401(k)s, with increased fee disclosure rules beginning January 1, 2012. We'll also take time to review the investment markets and talk about how plan fiduciaries can help ensure employees are given ample resources and education to make prudent investment decisions.
Learning objectives include:
- Plan Fees: Who Pays for What? - Review new disclosure requirements to participants, along with a discussion about investment advisory fee models (bundled vs. unbundled)
- Year-end Planning Opportunities - Understand what options are available to highly compensated employees (HCEs)
- Retirement Plan Investment Approach - Discuss appropriate investment options for a 401(k) retirement plan and review fiduciary requirements of 401(k) plan sponsors
- Employee Education - Ensure employees receive proper help and resources to make appropriate investment decisions
This webinar is designed for business owners and human resource and accounting personnel with responsibility for oversight of a qualified retirement plan.
To register online for this event, please see the above information.
Speaker(s)
Robert Buss, Jr.
Executive Director of Benefit Services
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