Event Details
June Luncheon
| Date: | June 20, 2017, 11:30am |
| Organizer: | FHRA |
| Location: | Fairfield Inn and Suites Southwest - Meeting Room 1820 West Lincolnway Cheyenne, WY 82001 |
| Price: | $20 Members, $25.00 Non-Members |
| Event Type: | Meeting |
| iCal link | Add to Calendar |
Retirement Plan Administration for HR Professionals: Fiduciary Standards of Conduct Under ERISA
Description: This program covers retirement plan administration responsibilities as well as fiduciary standards of conduct requirements under ERISA for pension and retirement plans.
The vast amount of information necessary to effectively manage a qualified plan can be daunting. When you actually step back and review all that is involved in establishing, managing, and monitoring a qualified retirement plan it is no wonder people can feel lost.
Even with assistance understanding the information, plan fiduciaries are still responsible for acting prudently in the active management of their plan. This presentation will focus on what steps are required for employer plans and who may be responsible if something goes wrong.
Outline of topics/information covered:
- Who IS a Plan Fiduciary?
- Who IS NOT a Plan Fiduciary?
- Who Is a Co-Fiduciary?
- The Key Roles and Responsibilities of a Plan Sponsor
- Breaches of Fiduciary Responsibility
- Investment Policy Statement (IPS)
- Organizing Your Fiduciary File
Speaker - Jess Ryan
Please RSVP HERE
This program has been approved for 1 HRCI and 1 SHRM credit hour.
RSVPs MUST be received by 12 PM (Noon) on Friday April 14th - RSVPs received after that date and time will incur a $5.00 late fee
Please Note: FHRA is required to pay for "No Shows" or late cancellations so please be responsible; late cancellations are considered to be after 5:00 pm the Friday before the event.
NO SHOWS OR LATE CANCELLATIONS WILL BE BILLED!
- Members, please bring your business card to enter the free lunch drawing!
- There will be a 50/50 raffle, with half of the proceeds going toward the SHRM Foundation. Tickets are $1.00/each or six (6) for $5.00.
- If you have a nametag, please wear it to the meeting!
Please RSVP HERE
Online payments available through PayPal. To choose this option, please select either the Member or Non-Member rate from the drop down list and then click on the "Pay Now" button.
