MC LMS - Who Me? Understanding Your Role as a 457 and 401a Plan Fiduciary

Who Me? Understanding Your Role as a 457 and 401a Plan Fiduciary

This session is from the March 2020 conference. Some content may be dated.

Summary: Given the increased focus and scrutiny of 457 and 401a plans, this session will cover what you need to know about prudent fiduciary oversight of deferred compensation and defined contribution plans. The session will cover topics such as: who is a fiduciary, carrying out fiduciary duties, monitoring plan fees and best practices when executing a recordkeeper search.

Instructor:

Paul Murray, CPFA

Consultant

AndCo Consulting

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: $60.00 (This course is only available to GAPPT Plan Sponsor members.)

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

Session Video - Who Me? Understanding Your Role as a 457 and 401a Plan Fiduciary
Assessment - Who Me? Understanding Your Role as a 457 and 401a Plan Fiduciary