Fiduciary Insurance for Plan Sponsors-passive or active?

Date: Tuesday, September 3, 2019
Time: 11:45am - 1:15pm
Location: Delta Hotel-Marriot- 385 East 4th Street, South Sioux City, Nebraska 68776
Speaker: R.L. “Dick” Billings, CPC, CEBS, RF, ERPA

11:45 a.m. Networking

12:00 p.m. Lunch

12:10 p.m. Business/Announcements

12:15 p.m. Presentation

1:15 p.m. Conclusion

 

Description:  An overview of fiduciary responsibilities for retirement plan sponsors. 402 services versus 3(16) fiduciary services and what it means to plan sponsors and fiduciaries.

 

About the Speaker:  R.L. “Dick” Billings, CPC, CEBS, RF, ERPA—Dick is the Director of Marketing at Fiduciary Wise.  A Certified Pension Consultant and enrolled to practice before the IRS, Dick started and ran his own CEFEX-certified TPA firm for 35 years; and is also a Registered Fiduciary with DALBAR®.  He has served as an Expert Witness on retirement plans, writes articles nationally and serves as a Committee Member for ASPPA’s “Plan Consultant” magazine.

 

Contact Dick Billings via email at dick.billings@fiduciarywise.com or visit Fiduciary Wise's website at www.fiduciarywise.com for more information.

 

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