Retirement Plans: The Road to Effective Governance

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Save events to your calendar: Philadelphia | Pittsburgh | Chicago | New York

Please note that the New York seminar has been rescheduled to April 2.

Retirement Plans: The Road
to Effective Governance

Be prepared for your next Department of
Labor audit.

The road to effective retirement plan governance is paved with good intentions. It is a diligent and documented process, however, that offers the smoothest ride. Join professionals from Baker Tilly, Fiduciary Investment Advisors (FIA), and Morgan Lewis for a panel presentation as they discuss the retirement plan landscape and offer practical and actionable items for plan sponsors from all walks of industry. This presentation will be followed by an interactive Q&A session.

Learning objectives:

	Understanding how to manage your fiduciary risk through effective plan governance
	Mitigating your fiduciary liability through the implementation of a governance calendar
	Understanding internal controls, the significance of their effectiveness, and their impact on employee benefit plans

Time

8:00–8:30 am | Registration and breakfast
8:30–10:30 am | Presentation

Credit

CLE credit in FL, IL, NJ (via reciprocity), NY, PA, TX, and VA
is currently pending approval.

CPE credit: There are no prerequisites for this seminar, and advance preparation is not required. There is no cost to attend this seminar.

CPE credit: Two (2) hours of total credit
Field of study: Business Management & Organization

For more information, please contact Kristen Klaus at KKlaus@fiallc.com.

A certificate of completion will be emailed to you four to six weeks after the event. For more information regarding administrative policies, such as complaint and refund, please contact Baker Tilly’s offices at +1.608.240.2522.

Baker Tilly Virchow Krause, LLP 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 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.learningmarket.org.