Employer Fiduciary Responsibility

This webinar will help increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan for small and medium sized employers. We will help employers and service providers with:

• The annual fiduciary planning process
• Understanding your fiduciary role
• The committee meetings
• Annual fiduciary calendar
• Investment monitoring process
• Fiduciary checklist

Meet the Presenter
Joshua M. Kopec, AIF®, CPFA
Retirement Plan Services Practice Leader
Connor & Gallagher OneSource

Josh is responsible for helping plan sponsors define their retirement plan goals and choosing the optimal plan design. He handles plan sponsor relationship management, employee education, fiduciary oversight, plan design consulting, fee and service provider analysis.

Josh is the recipient of the 2017 Young Guns "Top Plan Advisors Under 40" Award.

Connor & Gallagher OneSource was named a Top Defined Contribution Advisor Firm in 2017.