CPE & Events Catalog
INCPAS On-Demand: 2025 Corporate Finance Forum Session - Navigating 401(k) Success
This session provides a comprehensive overview of fiduciary responsibilities in managing 401(k) retirement plans. Attendees will learn the distinctions between fiduciary and non-fiduciary roles, understand the legal and operational risks involved, and explore strategies to build a high-performing retirement plan. The session also covers plan design, cost management, employee engagement, and compliance best practices to help finance professionals improve outcomes for both employers and employees.
Highlights
- Understanding Fiduciary Roles and Responsibilities
ERISA definitions, fiduciary vs. settlor decisions, personal liability, and core duties. - Building and Managing a Successful 401(k) Plan
Plan design, benchmarking, cost control, and service provider selection. - Employee Engagement and Retirement Readiness
Strategies to improve participation, contribution rates, and financial wellness. - Risk Management and Compliance
Fiduciary liability insurance, Department of Labor enforcement, and documentation practices.
