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The Fiduciary's Year-End Check-Up

November 14, 2023
1:00 PM - 2:00 PM Central

November 14, 2023
1:00 PM - 2:00 PM Central

As the end of the year approaches, plan sponsors often focus on changes to plans effective for the coming year. But with additional compliance and reporting obligations placed on plan fiduciaries over the last few years, now is also a good time to take stock of fiduciary practices.

Join us for this timely compliance-focused discussion, where we will discuss: 

  • ERISA Fiduciary "Best Practices"
  • Retirement Plan Reporting and Disclosure Requirements and Other Changes following enactment of SECURE Act 2.0
  • The evolving world of Transparency and Reporting Requirements for Health Plans, including upcoming deadlines.

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