May’s Workshop is focused on Fiduciary Responsibilities of the Business Owner and the agenda for the May 3rd seminar will include:
Services . Financial Professional . Investment Provider . Record-keeper . Third Party Administrator (TPA) . Trustee or Custodian . Other Providers
Fees and Expenses . Monitoring and oversight of fees and expenses
Investments . Selecting an investment manager . Creating an investment menu . Limiting your liability . Monitoring and oversight of the investment selection process
Disclosure . Plan-related information . Investment-related information . Deductions from participants accounts