Insights: Webinar

Business Trends: Employee Benefit Plan: Are You Meeting Your Fiduciary Responsibilities?

Course Description
Understanding the importance of the fiduciary responsibilities required in an employee benefit plan is crucial. Areas of importance include reviewing investments, plan compliance, and cybersecurity measures. This webinar will discuss various steps to increase your fiduciary responsibility knowledge such as reviewing your investment line-up, complying with ERISA, completing fiduciary training or education, maintaining all pertinent documentation, managing cyber threats and protecting your plan data.

Learning Objectives:

  • Identify necessary steps to review investment portfolio, fees and expenses and policies
  • Outline compliance with Section 404(c) of ERISA
  • Discuss the importance of fiduciary training and education
  • Review Plan Documents
  • Examine the benefits of using a secure data transfer
  • Identify best practices to protect plan data

Presenters:
Jeff Lester, PPC, Financial Advisor
Jeff works with Eide Bailly CPAs to help provide business owners with tax-advantaged retirement plan strategies uniquely customized to the needs of each individual business. He helps his clients implement fiduciary best practices designed to protect the integrity of their qualified plans, while helping shield business owners and other named fiduciaries from behaviors that could lead to liability. Importantly, he helps plan sponsors implement investment strategies that are consistent with ERISA guidance.

Anders Erickson, CISA, CISSP, CRISC, Principal
Anders assists clients in establishing a culture of security within their organization. He leads organizations through the process of identifying their cybersecurity risks and brings practical solutions to help manage and mitigate those risks.

 

Rick Wagner, JD, Customized HR Solutions
Rick has over 20 years of experience designing human resource solutions. He has deep technical expertise in areas such as employee stock ownership plans, equity based long-term incentive plans, deferred compensation structuring, retirement and welfare plans, and compensation benchmarking/ reasonable compensation analyses in both the for-profit and not-for-profit sectors. These skills enable Rick to help his clients pursue their strategic objectives by aligning owner and employee interests, while navigating the myriad of tax, accounting, and regulatory challenges.

CPE Information
CPE Credits: 1
Field of Study: Accounting
Level of Knowledge: Basic
Delivery Method: Web-Based Group Session

Additional Information:
These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

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