Investment options are one of the most pressing issues affecting retirement plan sponsors and fiduciaries. When selecting investment options, Employee Retirement Income Security Act (ERISA) requires that plan fiduciaries focus on asset allocation and diversification to provide a suitable and broad range of alternatives for participants.
This webinar will focus on the terms and conditions, and inherent risks, associated with some of the more common plan investment types. This includes some of the more complex instruments that are used to help diversify risk in a portfolio. We’ll also discuss valuing investments types and what your responsibilities are as the plan sponsor.
Registration is free and this course is eligible for 2 CPE credits.
CBIZ & MHM Executive Education Series:
Terms and Inherent Risks of Retirement Plan Investments
Tuesday, Dec. 9, 2014, 11 a.m.-1 p.m. CST
Can’t attend on this date? Join us for the repeat broadcast on Dec. 17.