Event Details
Effective Investment Oversight:
A Webinar Series for Retirement Plan Sponsors
PlanPILOT is excited to announce our 8-part investment webinar series focused on key investment metrics and concepts with Senior Consultant Bill Karsten and Senior Investment Analyst Tom Loftus.
This webinar session focuses on understanding ERISA and how to satisfy DOL requirements as they pertain to your plan’s investments.
Our 30-minute webinar reviews the following:
- ERISA Basics & Key Fiduciary Concepts
- Applying ERISA to Your Plan Investments
- Defensible Investment Decisions & Practices
- Other Considerations for Plan Sponsors
Speakers
Bill Karsten
Senior Consultant
PlanPILOT
Tom Loftus
Consultant / Sr. Investment Analyst
PlanPILOT