If you offer a retirement plan to your employees, you have a fiduciary responsibility to ensure the plan is compliant with the latest regulations and acts in the best interest of participants – but that can be easier said than done. A fiduciary plan review can help identify strengths, uncover gaps, and provide actionable recommendations to help ensure a healthy retirement plan.
In this webinar, we’ll examine
- How to identify if your retirement plan is outdated or underperforming
- Red flags that suggest your fees, funds, or fiduciary process need attention
- How to compare your plan’s design and costs to current industry benchmarks
- Steps to improve participant engagement, savings rates, and retirement readiness
- How to conduct a plan checkup that drives measurable improvements
Register today to save your seat for this highly anticipated virtual event.
Speakers
Eric Endress, CFA, AIF®
Retirement & Investment Solutions, CBIZ, Inc.
Eric is a senior vice president with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization’s retirement plan goals and manage the various aspects of plan sponsorship. He provides consulting services to private and public companies, as well as not-for-profit organizations. Eric also serves as the Chair of the CBIZ Target Date Fund Investment Subcommittee.
Anthony Scalfaro, CPFA, CRPS
Retirement & Investment Solutions, CBIZ, Inc.
Anthony is a vice president and retirement plan consultant with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan.
Mike Ziccardi
Retirement & Investment Solutions, CBIZ, Inc.
Mike is the executive vice president of sales for the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan.