New York: Trending Fiduciary, Investment & Operational Issues in Retirement Plans

Join our well-informed retirement plan specialists from EisnerAmper and Commerce Street as they discuss certain timely retirement plan trends specifically related to fiduciary mistakes, investment management, cybersecurity risk and operational challenges for plan sponsors.

Course Objective: Enable sponsors of employee benefit plans to understand current risks in the areas of plan documents, cybersecurity, fiduciary responsibilities and investment management

Learning Outcomes: Participants will be able to:
• Explain the importance of operating qualified retirement plans in accordance with the plan’s governing documents
• Recognize risks to benefit plans related to cybersecurity
• Define the top 5 fiduciary risks with retirement plans
• Discuss timely investment management observations

1.0 CPE credit in Specialized Knowledge

Diane Wasser, Partner-In-Charge - Pension Services Group, EisnerAmper LLP
Dory Wiley, President & CEO, Commerce Street Holdings LLC

Wednesday, April 18, 2018

11:00am - Registration
11:30am - Lunch
12:00pm - Program
1:00pm - Networking

Please email for more information about this event.