Fiduciary Insurance for Plan Sponsors-passive or active?
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.