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Feb. 3, 2022 — Original air date
Understanding and Minimizing the Impact of Fiduciary Liability on Retirement Plans for Business
Instructor(s): John V DiMatteo, CFP, AIF
Member rate: $25.00
Notes:Free for PIA members!
Nonmember rate: $50.00
Class type: Webinar-On-Demand
Curriculum: WOD
The Secure Act changes the retirement plan landscape for business owners. It's main goal is to address the Retirement Crisis in America. We will discuss the differences between the retirement plan options available to business owners and how they impact the business owner's fiduciary liability. We will also discuss the major differences between traditional plans and MEAP's especially as it relates to reducing fiduciary liability. Lastly we will discuss other fiduciary risk reduction practices for business owners to follow as well as risk transfer options and what they cover.