Skip to Page Content

Event Details

    Finance for HR - Part 2 - Fiduciary Basics

    Date: May 18, 2022, 10:00am – 11:30am
    Oregon SHRM
    Virtual Webinar registration
    $25 to $35
    Event Type:
    iCal link
    Add to Calendar

    About this event

    Part 2 of a 4 part series in 2022 will focus on: Fiduciary Basics


    Specific focus areas include:

    • How well do you understand your role as a plan Fiduciary?
    • What is Fiduciary liability?
    • Varying levels of fiduciary delegation

    Presented by our partners at Preisz Financial- Tom Davenport. Tom ensures that group retirement plan clients receive the robust level of services offered by Preisz Financial. Serving as the team leader for our retirement plan practice, he offers support by ensuring all services are delivered in accordance with their needs. Additionally, he hosts the fiduciary review meetings for plan sponsor clients, provides investment monitoring reviews and assists plan sponsors with reviewing their current recordkeeper’s costs and services. While he spends most of his day working with plan sponsor clients, he enjoys providing onsite participant education meetings and meeting with plan participants during 401(k) checkup meetings.

    To Register: