Fall 2023 Fiduciary Training Webinar - 10/10/23
Join us for our quarterly retirement plan fiduciary webinar presented by Philip C. McKnight, Chair of Stinson LLP’s Employee Benefits and Executive Compensation Group. Phil has over 20 years’ experience representing and advising corporate clients on ERISA fiduciary matters, ESPPs, ESOPs and equity compensation plans.
Among the topics Phil will discuss:
- Recent and relevant developments impacting retirement plan fiduciaries from a regulatory, legislative, and litigation perspective.
- How to be prepared as an ERISA fiduciary for an audit by the Department of Labor.
- Typical timeline of a Department of Labor EBSA audit, most common documents requested, and questions raised in connection with an ERISA retirement plan audit.
After the presentation, attendees will receive either a SHRM, NASBA or General CE credit certificate for their fiduciary records. If you’re unable to join the webinar or want to watch it again, you can access this and all our training presentations(https://www.marinerwealthadvisors.com/our-services/business/retirement-plan-solutions/fiduciary-training/?utm_source=pardot&utm_medium=email&utm_campaign=webinar).