A Good Process = Good Results. Proper Retirement Plan Management | Sessions

Seating Instructions: Seating is first-come, first-served. Reserved seating options are available for accessibility and accommodations. For detailed accessibility information, visit INFO > FAQs in the app.

Are you responsible for managing your organization's retirement plan? The key to success is a strong process. I know, it sounds boring but this presentation won't be! We will coach you through what proper plan management looks like, ideal fiduciary practices, a sample retirement plan committee meeting, investment monitoring practices, and what partners are necessary to ensure your organization's success. We'll share real life successes and failures that will help you create a successful process for your organization!

Learning Objectives:

• Understand fiduciary liability and how to mitigate.
• Establish and run a proper Retirement Plan Committee.
• Discover what partners to engage to support your retirement plan.
• Properly monitor investments.

Direct Link to Session Materials: If the speaker provides session materials, you can access them via the app, web format or at https://presentations.shrm.org/.

Live Streaming and Recording: Unless marked 'in person only,' all sessions are live-streamed on the app or web format and available for replay 30 days after the event.

Acknowledgment of Technical Issues: While rare, technical issues may occur during sessions. We appreciate your patience as we quickly address them.

Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.