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401(k) Fiduciary Responsibility, plus Top 5 Things to Look for in HR and Payroll Software

Date: June 23rd @ 12pm MT / June 24th @ 2pm MT
Length of Time: 45 Minutes
Cost: No Charge
CE Credits: 1.0 CPE Credits


Part 1: 401(k) Fiduciary Responsibility: Avoiding Audits and Mitigating Issues

  • What is Fiduciary Responsibility when it comes to your 401(k) Plan?
  • What is a 3(38) & 3(21) Fiduciary?
  • Who is a Fiduciary in your Organization?
  • Top Fiduciary Issues you need be aware of and take action today.
  • Dissecting “Fee Structure” and understanding “Fee Transparency”.
  • Game Plan Worksheet (“self-assessment” review).
  • How-to Benchmark Your Plan (satisfying Fiduciary Responsibility).


Part 2: Is the HR software your employees are coming to expect going to help or hinder your business?

We’ll tackle the top 5 things you need to look out for in your HR and payroll software to ensure your organizational health stays intact and you avoid costly fines and time-wasters.

  • I-9 Compliance Errors
  • Time and Labor Tacking Pitfalls
  • “Employee Engagement” Traps
  • Compliance integrity vs. User-Interface
  • Integration: the Good, the Bad and the Ugly

Sponsored By:

Atlas Retirement Solutions
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