Photo by Richard Hurd
Chamber Events Calendar
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Choosing the Right Investment Options for Your Retirement Plan
The legal liability for retirement plan owners and administrators is changing. It is important to understand the key risks and issues that go along with being a fiduciary, choosing your plan’s investment options, and monitoring your plan’s expenses. We will discuss ways to limit your legal liability by ensuring you have a well designed retirement plan that addresses these key topics. Understanding these issues means you can offer a strong employee benefit with confidence.
Join our financial professionals as they discuss common retirement plan liability issues and strategies to avoid these pitfalls.
Key Takeaways:
- Choosing categories of mutual funds
- Choosing specific funds
- The individual issue management fund