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Fiduciary Responsibilities of Plan Sponsors (Employee Benefit Plans Conference)

CPE

CPE Credits
1-Other

Details

 Pricing

PICPA Member: $29 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended this session at the Employee Benefit Plans Conference on May 19, 2020, this course is considered a duplicate. The State Board of Accountancy will not accept credits for the same course twice.

Earn CPE anywhere!

Hear from Thomas M. Murphy on the following:

  • How to choose a third-party adviser and understanding the difference between fiduciary 3(21) & 3(38)
  • Paying reasonable expenses for the plan, including benchmarking fees and performance of plan against industry averages
  • Maintaining adequate fidelity bond coverage
  • Administrative responsibilities and timely and correct depositing contributions
  • Safeguarding clients’ assets
  • Cyber security- what to look for, suggested procedures, access to plan data, personal information and financial data 


Speaker(s)


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