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.
- Choosing categories of mutual funds
- Choosing specific funds
- The individual issue management fund
Leonard Barry, MS, CFP and Peter Jelacic, CFP