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Webinar: The Future of Fiduciary: What You Should Know Now

5/2/2017 11:00 AM - 12:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $95

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com


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Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge
CPE*: 1.0 credit

The U.S. Department of Labor investment Fiduciary Rule for retirement plan advice is back in the news again—but this time, it’s not the prospect of the rule but its fate that is in question. What could a world without the Fiduciary Rule mean for your organization’s retirement plan? How can you make sure that you and your employees are receiving the transparent, objective advice you deserve?

During this webinar, Erika Young, Director of Employer Plan Services at Wipfli Hewins, will explain the current state of the Fiduciary Rule under the new presidential administration and what you should be doing to prepare your nonprofit organization, regardless of what lies ahead.

Learning Objectives:

  1. Develop a comprehensive understanding of the new administration’s plans for the Fiduciary Rule.
  2. Learn three important questions you should ask your retirement plan advisors to affirm transparency, objectivity, and high-quality service.
  3. Discover best practices and tools you can use to ensure you’re fulfilling your own fiduciary responsibilities as the sponsor of your nonprofit’s retirement plan.

Trainer
Erika Young, CRPS, AIF
Director of Employer Plan Services
Wipfli Hewins Investment Advisors

Registration Fee
$95 per connection

My Wipfli Nonprofit and Government Membership Service members automatically receive an additional $25 discount per registrant!

Cancellation Policy

Notice of cancellation must be received 24 hours prior to start-time of the webinar for a full refund of registration fees. If Wipfli cancels the webinar, you will be notified 24 hours prior to the webinar via email and with a follow-up telephone call. All registration fees will be refunded. For questions or concerns, please call 888.876.4992.

CPE*
To receive continuing professional education (CPE) credits (live webinars only), you will need to complete and submit a CPE request form within three business days of the webinar. A link to the form and directions to submit it are included in a webinar access email you will receive 24 hours prior to the start of webinar. The webinar must be paid in full to receive CPE credits. Purchase orders are accepted but not considered payment. You will receive a certificate via email within 14 business days of the webinar presentation.

National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Instructional Delivery: Group Internet-Based. For more information regarding administrative policies, such as complaint, cancellation, and refund policies, please contact our offices at 888.876.4992.

Register For Event