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Topic

2021 401k/403b Fiduciary Compliance Update

Description

There has been a lot of news out there regarding COVID-19 and how some legislative changes may alter your company's 401k and retirement plans.

Join Bradley Troy, CFP® CAP® CLU® ChFC® AIF®, FFG's Fiduciary Specialist on Wednesday, March 10th at 12:30 pm EST, to discuss how the SECURE Act, SECURE Act 2, and legislative changes impact your company retirement plan and increase DOL scrutiny of plan trustees.

If you sponsor a retirement plan, this webinar is a must. On the call Bradley will share some pertinent information and speak to the accelerating consequences on Retirement Plans like:

- Addressing and correcting fiduciary exposures
- Preparing for substantial upcoming changes in the US qualified retirement plan space
- Actions you can take today to reduce your personal liability

2021-117510 Exp. 3/21

Time

Mar 10, 2021 12:30 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: First Financial Group.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Mar 10, 2021 12:30 PM Eastern Time (US and Canada) Topic: 2021 401k/403b Fiduciary Compliance Update Register in advance for this webinar: https://zoom.us/webinar/register/WN_S6Qipq5oRdWPsu30I42qsQ After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Bradley Troy, CFP® CAP® CLU® ChFC® AIF® (Wealth Management Advisor @First Financial Group) In 2017, Bradley Troy became a Practice Leader for First Fiduciary Consulting, FFG’s 3(21) co- fiduciary consulting firm. Mr. Troy is a 3(21) co-fiduciary advisor on 65 retirement plan clients throughout the Mid-Atlantic United States. His clients include banks, medical practices, hospitals, construction firms, accounting firms, hedgefunds, REIT’s, and a long list of diverse businesses. Mr. Troy completed his undergraduate studies at Loyola University in Maryland in 1989, where he majored in Finance. “Today’s retirement plan marketplace has evolved into a select few advisors actually delivering the services for which they are contracted. Trustees duties are clear. Plans must be run for the exclusive benefit of participants, with full disclosure, conflict free and well documented! The era of the part time retirement plan advisor / high school friend / advisor of the business owner are officially over!” - Bradley Troy, AIF®

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