| 401(k) Plan Duties and Liabilities Update | | | | | | | | September | | | | 1 | | 1 pm - 2:30 pm ET | | | Presenter: Mario Giganti, President and Chief Investment Officer of Cornerstone Capital Advisors | | | Credits: CPE, HRCI, SHRM, CLE in all states (Credit Details) | | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. | | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | | | In this webinar, you'll learn about ERISA fiduciary concepts that impact your 401(k) Plan and best practices for mitigating your organization's exposure to corporate and personal liability. Upon completion of this course, you will be able to: - Define key ERISA concepts, including:
- Automatic enrollment
- Auto escalation
- Re-enrollment
- The use of Qualified Default Investment Alternatives
- The hiring and monitoring of service providers
- Fees and expense benchmarking
- Recognize investment due diligence issues
- Identify relevant regulatory and legal issues
- Implement best practices to protect your organization
| | | | | | | | | | Mario C. Giganti, CPA, CFP®, AIFA®, is the President and Chief Investment Officer of Cornerstone Capital Advisors. Mr. Giganti leads the advisory team that provides consulting and fiduciary advice to retirement plan clients and their participants. Mr. Giganti is an expert in investment procedural prudence and a leading fiduciary analyst for the Centre for Fiduciary Excellence. Mr. Giganti is a graduate of Walsh University. | | | | | | | | | | | ● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 750 on-demand courses | | | | | | | |
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