Fiduciary Duty: Protecting Your Personal Liability with Your 401K Plan

Managing a retirement plan comes with significant responsibilities and potential personal liability. Are you fully aware of your fiduciary duties and the risks involved?

Join Stonebridge Financial Group’s Jeffrey Kline and SN’s Jennifer Nelson for this webinar that will provide essential fiduciary training, helping you identify who qualifies as a fiduciary, understand the legal responsibilities, and explore strategies to mitigate personal liability. Learn best practices for managing and overseeing ERISA-based retirement plans to protect both yourself and your organization.

Participants will receive fiduciary training. This will involve determining who are retirement and benefit plan fiduciaries, along with the personal liability those individuals are exposed to. We will discuss how to best protect those fiduciaries and provide best practices for the management and oversight of ERISA based retirement plans.

During this webinar, attendees will:

• Identify who is considered a fiduciary.
• Understand fiduciary responsibilities.
• Discover strategies to minimize personal liabilities and safeguard committee members.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, LLC, an SEC-Registered Investment Advisor. Stonebridge Financial Group, LLC may transact business in states where it is registered, exempt or excluded from registration. Private Client Services, Stonebridge Financial Group, LLC, and Stambaugh Ness are unaffiliated entities.