Webinars

Excessive Fees in 403(b) Plans
Click here to access a recorded version of this Webinar.

Colleges and universities are now being sued in record numbers for violating their fiduciary duty to their employees. By being aware of the potential risks that the lawsuits reveal, you can better understand how you can prepare your institution for any potential changes.

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Automating Fiduciary Compliance

Want to see what an automated fiduciary compliance system can do for your organization? Our on demand presentation schedule adjusts to your calendar. Contact us to schedule your date.

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Retirement Plan Audits: A Survival Kit for Plan Sponsors
Click here to access a recorded version of this Webinar.

Wondering how to prepare for audit season? Get informed on the U.S. Department of Labor’s new requirements for ERISA plan audits. Hear retirement plan experts from Roland|Criss, LaPorte CPAs and Consultants, and Quantitative Group investment managers.


 
 
 
 



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