top of page
Managing Your Retirement Plan Committee
Tue, Oct 21
|Zoom link will be provided
Overview of plan fiduciaries' duties, considerations when forming a committee, and committee best practices.
Registration is closed
See other events
Time & Location
Oct 21, 2025, 11:00 AM – 12:00 PM
Zoom link will be provided
Guests
About the event
Build a Smarter Fiduciary & Investment Committee
Live Zoom Event with Sean Teesdale, CFA & Scott A. Wertheim, CEBS
Join us for a high-impact session designed for plan sponsors and fiduciaries looking to sharpen their oversight and strengthen their 401(k) governance.
What you'll learn:
✔️ Best Practices That Work – Clear, actionable guidance to help your committee operate more effectively—starting now.
✔️ 3(21) vs. 3(38) – The surprising differences in plan management structures, and what sponsors wish they knew before switching.
bottom of page