Fiduciary Fundamentals

Fiduciary Fundamentals

We are pleased to present Fiduciary Fundamentals, an informative seminar that covers your fiduciary roles and responsibilities as a member of your retirement plan committee.

By attending, you’ll learn the requirements of being a fiduciary and how to help you manage them. You’ll learn about proven processes and tools available to you. You’ll get updates on regulatory requirements. Together we’ll plan the year, set your fiduciary goals, and document the training we completed.

Topics include:

  • The Annual Fiduciary Planning Process
  • Understanding Your Fiduciary Role
  • The Committee Meetings
  • Annual Fiduciary Calendar
  • Investment Monitoring Process
  • Staying on Track with the Fiduciary Checklist

 


TPSU and TRAU are not affiliated with Washington Financial Group or LPL Financial.


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