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Retirement Plans: Managing Your Fiduciary Responsibility Webinar Recap

    
Fudiciary_Responsibility

In the recorded webinar from September 19th 2012, Devyn Duex, VP of Client Services at Pensionmark Retirement Group, shares how to manage your fiduciary responsibility. Devyn covers several topics including but not limited to: Plan governance, understanding and determining reasonableness in fee disclosure, geting your plan participants retirement ready, and preparing for 401K, IRS, and DOL (Department of Labor) audits.

This educational event was co-hosted by Pensionmark Retirement Group, a nationally recognized firm specializing in Retirement Plan solutions, and SecureDocs, providers of a secure virtual data room for storing and sharing important business documents.

Video

Slides

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