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Executive Briefing: Choosing the Right Investment Options for Your Retirement Plan

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May 10, 2012 4:30 PM - 5:29 PM CDT


Webinar -Online Only

Event Summary

The legal liability for retirement plan owners and administrators is changing. It is important to understand the key risks and issues that go along with being a fiduciary, choosing your plan’s investment options, and monitoring your plan’s expenses. We will discuss ways to limit your legal liability by ensuring you have a well designed retirement plan that addresses these key topics. Understanding these issues means you can offer a strong employee benefit with confidence.

Join our financial professionals as they discuss common retirement plan liability issues and strategies to avoid these pitfalls.

Key Takeaways:

  1. Choosing categories of mutual funds
  2. Choosing specific funds
  3. The individual issue management fund

Presented by:

Leonard Barry, MS, CFP and Peter Jelacic, CFP

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