On January 29, Arnerich Massena hosted its first Learn Share Connect event of 2014 — Retirement Plan Best Practices: What Every Fiduciary Should Know — a half-day conference in the San Francisco Bay Area designed to help retirement plan sponsors become better fiduciaries.
Retirement Plan Best Practices: What Every Fiduciary Should Know featured experts from around the country, including representatives from Cooley LLP, California ISO, Moss Adams LLP, and JP Morgan. These expert panels discussed fiduciary and operational best practices to support fiduciary requirements and retirement plan administration.
The event was well-attended, and initial feedback suggests that the conference met its objectives successfully. “It exceeded our expectations,” said Scott Dunbar, senior managing director. “I’m pleased that we could be of service in educating plan sponsors about a topic as important as how to be better fiduciaries.
Click the links below to view the event’s presentations, covering fiduciary best practices for defined contribution plan sponsors, and operational best practices to support fiduciary requirements: