Coffee Talk

  • 26 Jul 2022
  • 9:00 AM - 10:30 AM
  • Virtual



Fiduciary Essentials for Defined Contribution Plans

Is your company’s retirement plan meeting its obligations to employees? If you’re in a decision- making role on behalf of your company’s plan, it’s your legal responsibility to ensure that decisions are being made in the best interests of plan participants. What’s more, as a fiduciary you may be personally liable for the decisions made by the plan. With increasing legal and regulatory pressure on plan fiduciaries, now is the time for comprehensive fiduciary education. With that in mind, Fiduciary Essentials for Defined Contribution Plans (FEDC) is an ideal way to better understand the fiduciary role and how to carry out fiduciary responsibilities.

Learning Objectives:

  • Identify the function of a plan steward and importance of managing responsibility
  • Illustrate the seven fiduciary precepts and the obligation of a plan steward
  • Apply the fiduciary precepts to a simple investment decision- making process

Presented by:

  • Mike Gulker, AIFA, Investment Executive
  • Matt Donaghue, CFP, RICP, CLTC, NSA, AIFA, Financial Advisor

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