Join us for an informative webinar where you can earn CE credits on Fiduciary Best Practices for Plan Sponsors. During this session, you'll gain a clear understanding of your responsibilities under the Employee Retirement Income Security Act of 1974 (ERISA). As a plan sponsor, you play a crucial role in protecting the retirement benefits of your employees. Failing to meet fiduciary obligations can lead to penalties and personal liability — but with the right knowledge, you can confidently navigate your responsibilities.
Learning Objectives
1. List the four key responsibilities of plan fiduciaries.
2. Learn how to identify plan fiduciaries.
3. Understand the potential consequences of a fiduciary failure.
4. List fiduciary liability reduction strategies and tactics.
5. Differentiate between the two Department of Labor (DOL) fiduciary
correction programs.
CE Offered:
•This program is valid for 1 PDCs toward SHRM-CP and SHRM-SCP recertification.
•Participants will earn 1.0 CPE credit. Program is free.
In order to be awarded the full credit hours, you must be present for the entire session, registering your attendance and departure in the webinar and answering all polling questions. Logging into the audio portion only is not sufficient for CE credit.
Field of Study: Specialized Knowledge
Additional Information:
Prerequisites: 3-5 years experience in the industry
Who should attend: Financial Professionals and Accountants; others are welcome.
Advanced Preparations: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Refunds and Cancellations: For more information regarding refund, complaint and program cancellation policies, please contact our offices at 218-828-4872 or email info@cecenterinc.com
Continuing Education Center, Inc. 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 the 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
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SPONSORS
SPEAKERS
THE VIRTUAL BRIEFING
Join us for a lively 30-minute discussion where our head of transactional insurance and the head of our private equity practice discuss top trends in M&A and PE. We'll cover:
- The rollercoaster of RWI pricing
- The RWI claims spike and its implications
- Insurance due diligence and the rising importance of deal models
- How an insurance due diligence mistake can significantly impact EBITDA
- The growing number of different ways brokers get compensated and what you should be asking your broker
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The pricing environment in 2024 and 2025 suggests stability, but cyber risk is increasingly volatile.
ABOUT
Jennifer Kiffmeyer JD
Chief Operating Officer
Retirement Learning Center
Jennifer Schuessler
Vice President
Woodruff Sawyer
Bridget Choi
Cyber Product Lead
Woodruff Sawyer
SPEAKERS
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Learn about shareholder class action trends, SEC enforcement actions, corporate governance, and the issues impacting the personal liability of your directors and officer in the D&O Notebook.
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D&O Looking Ahead 2023
Learn about shareholder class action trends, SEC enforcement actions, corporate governance, and the issues impacting the personal liability of your directors and officer in the D&O Notebook.
D&O Notebook
THE VIRTUAL BRIEFING
Join us September 28th at a virtual event with Woodruff Sawyer D&O experts.
Get the critical news and intelligence from the tenth annual Looking Ahead Guide, ask questions of our panel, and learn about the latest D&O issues.
Last year's guide predicted a lot of what's happening in the current market, so don't miss out on the insights for 2023.
Here's What We'll Discuss:
- Get the critical news and intelligence from the tenth annual Looking Ahead Guide, ask questions of our panel, and learn about the latest D&O issues.
- Last year's guide predicted a lot of what's happening in the current market, so don't miss out on the insights for 2023.
- "Hot Topics" in D&O litigation, including securities class action suit frequency and severity
- What insurance underwriters have to say about the current D&O landscape via our annual Underwriters Weigh In™ survey
Join us at XXXX
8–10:30am PT
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Looking Ahead to 2024: Trends in M&A and Private Equity
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Virtual Event
Fiduciary Best Practices for Plan Sponsors
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Join us at XXXX
8–10:30am PT
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David Anderson
Vice President
Woodruff Sawyer