Firm Will Provide Information About “Essential Fiduciary Training”
May 31, 2017 | New Philadelphia, Ohio – Rea & Associates, Inc., a regional accounting and business consulting firm, will present a free webinar to educate participants about fiduciary responsibility. The Essential Fiduciary Training webinar will be presented on June 29 by Rea & Associates and will feature noted experts on the topic of fiduciary responsibility.
“This webinar is designed with the small plan sponsor in mind and we see a lot of opportunities for improvement in the area of plan governance,” said Paul McEwan. “It is perfect for anyone serving as a fiduciary on a retirement plan committee as well as those who may be looking to learn more about enhancing their operations.”
Never before has the topic of fiduciary responsibility been monitored and scrutinized more closely than it is today and the pressure to “get it right” has become virtually overwhelming for business owners nationwide. Not only are businesses expected provide their employees with the tools and knowledge necessary for securing financial stability during retirement, they are expected to do so while adhering to strict guidelines.
This webinar will, indeed, provide participants with the “Essential Fiduciary Training” needed to maintain compliance, minimize risk and maximize your plan’s participation. You’ll hear from some of our region’s leading fiduciary experts on a range of topics that are designed to enhance your skills as a plan fiduciary and you will learn many of the industry’s latest trends and insights.
The Essential Fiduciary Training webinar will be divided into the following four sections:
- Retirement in America, presented by Jeffery Acheson, CPWA, CFP, CPFA, AIF, Advanced Strategies Group
- Learn essential characteristics of retirement industry of today versus the retirement industry of tomorrow and what fiduciaries can do to manage their company’s retirement plans more effectively.
- The Retirement Bullseye, presented by Mario Giganti, CPA, CFP, AIFA, president of Cornerstone Capital Advisors
- Wondering how to help your employees save more for their retirement? This section will educate attendees about what a successful retirement plan looks like and tips to get there.
- Risk Mitigation Through Best Practices In Plan Governance, presented by Paul McEwan, CPA, MTax, AIFA, principal and director of retirement plan services at Rea & Associates
- Get up close and personal with the plan document and discover more about your roles and responsibilities as a fiduciary. You’ll learn the due diligence process expected of all fiduciaries and what you can do to comply with your fiduciary obligations.
- Case Law Update, presented by Chris Pycraft, attorney at Critchfield, Critchfield & Johnston
- Find out what’s at stake when fiduciaries fail to meet their responsibilities. You’ll get an up-close and personal look at case law describing the fallout that could result from fiduciary negligence.
This “Essential Fiduciary Training” webinar will give attendees the knowledge required to become effective in all aspects of their fiduciary responsibilities and improve plan participant performance. To learn more about the program, email rea.news@reacpa.com. You can register for the free webinar today on Eventbrite.