Event Details
Finance for HR - Part 2 - Fiduciary Basics
| Date: | May 18, 2022, 10:00am – 11:30am |
| Organizer: | Oregon SHRM |
| Location: | Virtual Webinar registration |
| Price: | $25 to $35 |
| Event Type: | Webinar |
| 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: https://www.eventbrite.com/e/finance-for-hr-part-2-fiduciary-basics-tick...
