MC LMS - The Ten Commandments for a Pension Trustee: Practical Principles to be a Better Fiduciary

The Ten Commandments for a Pension Trustee: Practical Principles to be a Better Fiduciary

This session is from the September 2019 conference. Some content may be dated.

Summary: This session identifies key foundational principles that can help trustees become better fiduciaries. These principles were assembled by the speaker after years of working with plan sponsors and attending hundreds of meetings.

Instructor:

Christopher A Reynolds, CRPF™, CIMA, CEBS, CPP

Owner/President

Fiduciary Services Unlimited

CEC Credit: This course is worth 1 GAPPT CEC (Continuing Education Credit/Hour).

Instructions: Participants must watch the session video presentation and pass the session assessment to receive GAPPT CEC credit.

Prerequisites: None.

Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $80.00 / Non-Member Registration: $120.00

Click HERE to register for this session.

Course Details

For Distributors

Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.

Quantity	Price per voucher
1+	$0.00

FAQ

In this session, participants will learn the following:

Identify the value of being familiar with your Fund's key documents and provisions;
Recognize the cost of changing vendors and ensure the process used to identify them is sound;
Describe the importance and impact trustees have on meetings; and
Recognize that good fiduciaries never stop learning.