Webcast - MEMBERS FREE! - If you Think You're Not a Fiduciary, Guess Again! July 16, 12pm-1pm

If you Think You're Not a Fiduciary, Guess Again!

Who knew that administering your company’s 401(k) plan could mean you are Fiduciary? Under the DOL rules, performing your everyday plan management activities may put you on the “Fiduciary Responsibilities” hook. So now what?
 
In this one hour webcast, Nathan Fisher, AIF®, CPFA certified retirement plan professional, will cover your responsibilities as a Fiduciary and how to more effectively manage your 401(k) plan. Using the R.E.T.I.R.E.® framework, you will learn about industry best practices, what’s working and what’s not working, and discover practical tools and guides.
 
This session incorporates the SHRM BoCK: Department of Labor Rules, Business Acumen, Critical Evaluation, and Communications

Learning Objectives:

  • Best practices to manage fiduciary responsibilities
  • Understanding fees and expenses
  • Steps that improve employee participation
  • Become familiar with resources available to simplify plan administration

Who Should Attend:

  • If employees ask you questions about their 401(k) plan
  • If you work with payroll on employee contributions
  • If you work with 401(k) plan decision makers and committees
  • If you work with service providers that help administer the plan
  • If you educate employees about enrollment
Date: Monday, July 16
Time: 12pm-1pm

Presented by: 

Nathan Fisher, AIF(R), CPFA

401(K) SOLUTIONS Senior Executive Vice President

Nathan Fisher is the Founder and Senior Executive Vice President of Fisher Investments 401(k) Solutions. As a staunch advocate for small to medium-sized businesses, he meets with hundreds of business owners across the country to help them start, evaluate and optimize their 401(k) plans in order to improve the retirement readiness of both owners and employees.

Nathan earned an M.B.A. in Business Administration from UCLA and has become a sought-after expert in the field of 401(k) plan structure, sponsor compliance and administration. He enjoys educating plan sponsors and is authorized to present FEDC (Fiduciary Essentials for Defined Contribution Plans). His frequent lectures and published articles are focused on coaching business owners and human resource professionals on innovative ways to administer their 401(k) plans. His written work has been featured in a wide variety of industry publications and blogs including Entreprenuer.com, Construction Today, mdmag.com and Employee Benefit Advisor.

Nathan is also an Adjunct Lecturer for The Plan Sponsor University (TPSU) and a popular lecturer to small business owners and HR professionals. Nathan, his wife, and three children live in the San Francisco Bay Area.

 

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Contact

Rachelle Okmin
650-378-1328
Rachelle.Okmin@shrm.org