On July 23, 2020, Mike Beczkowski, Senior Consultant with Bolton Investment, introduced Heidi LeMieur from The Retirement Learning Center who presented the following topic:
On Beyond Fiduciary: Effective Plan Governance
- Understand the importance of a plan governance process
- Identify and address actual and potential conflicts of interest
- Assess educational needs of committees and plan officials
- Understand plan fees and expenses
- Avoid costly litigation and reduce exposure to personal liability
The presentation can be found here