Fiduciary Essentials for Defined Contribution Plans

I am excited to announce that I recently completed the Fiduciary Essentials for Defined Contribution Plans (FEDC) facilitator training program sponsored by Fi360.

Throughout the FEDC course, I will be teaching sponsors, fiduciaries, and others involved in the investment process, strategies and methods to improve their fiduciary decision-making process and reduce the overall risks associated with managing their plan.

During the course, attendees will learn:

• How to reduce compliance and litigation risks associated with the management of retirement plans

• Strategies for implementing an effective and prudent fiduciary decision-making process

• Understanding your important role and responsibilities as plan fiduciaries

• How to select and work with qualified advisors, consultants and plan service providers

• Ways to create documentation for your fiduciary file and potential DOL audits

Participants will be eligible to earn the Certificate of Completion (Fiduciary File Document) by passing the final examination with a score of 70 percent or higher and completion of training course.

Please note - investing involves risk, and past performance is no guarantee of future results. Bob Lawson is not engaged in rendering legal or accounting services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.