Increasing investigations and penalties by the U.S. Department of Labor and Internal Revenue Service, massive class action lawsuits – an ever-expanding list of factors bombards sponsors of 401(k) plans, and places companies and their management potentially in the cross hairs. The most rapidly evolving yet least understood element to this challenge is posed by the rigorous ERISA fiduciary laws – which can cost you plenty if you’re not prepared. The on-demand webinar will provide a best practices review and overview of ERISA fiduciary concepts that impact the way your 401(k) plan is currently structured and operated, with a focus on fees and expenses, and what you need to do now, to stay ahead of the curve. You will learn about the issues facing 401(k) sponsors and everyone involved in a clear, easy-to-understand format to permit sponsors and plan officials and fiduciaries to better provide these benefits, preserve and protect the company, and avoid potential exposure, which can be personal liability. We will cover the basics of the federal law’s rules in easy-to-grasp language and practice applying those rules by examining actual and hypothetical cases.
Agenda
Faculty
Mario C. Giganti, CPA, CFP®, AIFA®
Cornerstone Capital Advisors
- President of Cornerstone Capital Advisors
- 401(k) Plan Consultant
- Fi360 adjunct faculty member and industry presenter
- Wrote numerous articles on practice management and best practices for 401(k) plans
- Can be contacted at 330-896-6250 or [email protected]
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