401(k) Fiduciary Responsibilities
Price range: $195.00 through $499.00
Retirement planning has become increasingly vital in today’s rapidly changing financial landscape. A key tool for employees to build retirement savings is the 401(k) plan.
Managing a 401(k) plan comes with numerous responsibilities, especially for fiduciaries. This course explores the role of a 401(k) fiduciary, detailing their duties, legal responsibilities, and the critical importance of upholding a commitment to plan participants.
This course covers:
• Duty of Loyalty
• Duty of Prudence
• The Duty of Diversification
• Duty to follow Plan Documents
• Duty of Fee Transparency and Reasonableness
• Duty to Communicate
• Duty to Compliance Regulations
• Delegation
• Hiring Service Providers
• Monitoring Actions
Retirement planning has become increasingly vital in today’s rapidly changing financial landscape. A key tool for employees to build retirement savings is the 401(k) plan.
Managing a 401(k) plan comes with numerous responsibilities, especially for fiduciaries. This course explores the role of a 401(k) fiduciary, detailing their duties, legal responsibilities, and the critical importance of upholding a commitment to plan participants.
This course covers:
• Duty of Loyalty
• Duty of Prudence
• The Duty of Diversification
• Duty to follow Plan Documents
• Duty of Fee Transparency and Reasonableness
• Duty to Communicate
• Duty to Compliance Regulations
• Delegation
• Hiring Service Providers
• Monitoring Actions
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