Register for an educational event designed for you and your business.
Skip Navigation LinksCompany > Events

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

Register for this event | View all events

Date

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

Location

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

Contact Us

Call Us(888) 574-4782

Share This Page