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Retirement Plan Governance Best Practices: Fiduciary Responsibility

Learning Objectives

To identify meaning and role of being a fiduciary.
To identify who is a fiduciary to your retirement plan.
To implement best practices.

Course Description

A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests.

A retirement plan governance carries the duty of care and trust for the participants and the action is taken must be for the benefit of the participants. By focusing on plan governance, plan sponsors can implement a prudent process for carrying out their fiduciary responsibility, and improve the quality of the retirement plan they offer employees.

In this Retirement best practices CPE webinar, participants will take away a fresh perspective on:

Fiduciary responsibility,
Identify the fiduciaries to their retirement plans, and
Implement best practices in fulfilling their fiduciary responsibility.

This best practices webinar will cover the following key topics:

Taking an overview of Fiduciary Responsibility
Various strategies to implement best practices to carry out fiduciary responsibility
Implementing various strategies of best practices into the company plan

Webinar Qualifies For

1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CE Credit of Federal Tax Related Matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00555-21-O)
1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0535)
1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00555-21-O)
1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00555-21-O)
1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-00576-21-O)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Kathleen Dulko, CPA (US), CPFA

President, Ashford Investment Advisors

Kathleen Dulko started her financial services career as a CPA focusing on retirement plan, health care, and government audits. In 2010, she earned the position of Corporate Controller for a tax-supported healthcare system, where she was a member of the Retirement Plan and Investment Committees, overseeing more than $1 billion in assets. Ms. Dulko joined Ashford Investment Advisors in 2017 where she serves as a 3(38) Investment Manager to her retirement plan clients. Connect on LinkedIn for regular updates on Plan Governance!

Additional Information

Duration

1 Hour

Course Level

Advance

Instructional Method

Group Internet Based

Pre-requisites

Basic Understanding And Experience Of Retirement Plan In Financial Planning

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

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PRL

Pearline R. Lewis, Others

Ms. Dulko was very knowledgeable in this subject, she gave us time to ask question; she informed us of her background, which I thought was very helpful. I just enjoyed the way she presented the lesson.

Dale Scrimger, CPA (US)

Real life examples, knowledge of the presenter and the simplification of the material

Armond Batiste, SHRM - CP

I thought the course was great. She did a great job explaining the material.

Ashley Sanders, CPA (US)

good presenter, good material. I learned adnd enjoyed the presentation

James Hite, EA

Very informational presentation on Retirement plan governance.

1 Credit

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