The Institute will be speaking at the HRPBC Annual Conference 10a.m. breakout session.

Human Resource Association of Palm Beach County Annual Conference and Expo
Kravis Center for the Performing Arts
Thursday May 18, 2017
8:00 am to 5:30 pm
West Palm Beach, FL


Getting It Right – Know Your Fiduciary Responsibilities
                  Expand Your Knowledge and Unravel the Mystery




Attendees will develop a solid understanding of:

  • the plan sponsor’s role and responsibilities under ERISA,
  • the potential impact of the new fiduciary advice rule,
  • how to use the power of service provider job descriptions and performance reviews to reduce  fiduciary liability and enhance participant outcomes,
  • what every plan sponsor needs to know about investments, asset classes and fees and
  • the importance of documenting the operational process including the use of benchmarking reports and RFP’s.

This seminar is for all plan fiduciaries and the staff they rely
on to assist them in operating the plan.