Fiduciary Safe

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 lighthouse.JPG  The Value of Working with an AIF® or AIFA® Designee
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ASC Education Print E-mail
Webinars

01/12/2010 -How to Avoid the next wave of retirement plan litigation Part II: "Participant Investment Advise & Fiduciary Liability."  Click Here for the video.

06/30/2009 "Retirement Plan Fee & Benchmarking".  It is the first of a series of webinars help you "to avoid the next wave of retirement plan litigation."

This Webinar tackles specific issues including:
How do you know if your fees are reasonable?
How do you benchmark your plan.
And why periodic benchmarking your plan is necessary.

Click Here for Part 1 of the video   Click Here for Part 2 of the video

 

 

 

Additional Webinars
  • Washington Update: Critical Issues for Retirement Plans (7-2008)

Brian Graff, executive director/chief executive officer of the American Society of Pension Professionals & Actuaries (ASPPA), discusses current legislative issues and gives an expert insider's look at future issues for retirement plans, including 401(k) fee disclosure, Department of Labor fee initiatives and point of sale disclosure.

Click Here for the Video

 

  • What to Expect from an Audit (5-2008)

Lara Stanton, CPA, Director - National Assurance, Audits of Employee Benefits Plans at BDO Siedman, LLP presents ways your company can successfully prepare for a retirement plan audit. Subjects covered include how to work with an auditor, questions to expect and pitfalls to avoid, plan sponsor and auditor responsibilities, and the importance of the SAS 70. This webcast is for plan sponsors whose plans currently have, or anticipate having, over 100 participants.

Click Here for the Video

  • Avoiding Fiduciary Pitfalls (7-2007)

Ron Hagan, President and CEO of Roland|Criss Fiduciary Services, assists plan sponsors in understanding what it means to be a fiduciary and what the qualifications for fiduciaries involve.

Click Here for the Video

 

  • Overview of QDIA Regulatory Changes/Clarifications
Presented by Lou Harvey, President Dalbar, Inc.  Reflecting regulatory changes, industry practices and developing consensus among independent experts.
Click Here for the Video

 

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