CPA CE Meeting: "The Latest Generation of Fiduciary Failures"
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Name:CPA CE Meeting: "The Latest Generation of Fiduciary Failures"
Date:December 8, 2021
Time:12:00 PM - 12:00 PM EST
Event Description:
Bryant Asset Management would like to invite you to a FREE CPA CE meeting we are hosting at Noon on 12/8/2021 via Zoom. The topic will be “The Latest Generation of Fiduciary Failures.” Join us as we take a close look at recent court decisions against retirement plans and their providers for breach of fiduciary duty. The presentation offers several lessons highlighting the importance of having proper processes documented for fiduciary risk management and following the plan’s Investment Policy Statement. Key takeaways from this program include: • An overview of recent class-action lawsuits • What we learned from each lawsuit • An action plan for plan sponsors Eligible attendees may obtain one hour of SHRM, HRCI, CEBS, CPA, continuing education credit for attending the session. The Zoom Link for the Meeting on 12/8/2021 at Noon is below: https://bit.ly/3kHZOWy