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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Participant-Directed Retirement Plan Lawsuits and Fiduciary Responsibility

  • 5/19/15
  • Webinar
  • Speaking and hosting

On May 19, we held a one-hour webinar to learn about several high-profile pending lawsuits that hinge on plan sponsors’ obligations under the Department of Labor’s fee disclosure regulations. This educational session provided practical solutions for managing your retirement plan in a compliant manner.

At the end of this session, participants were able to:

  • Understand fiduciary responsibilities and the associated risks
  • Understand the retirement plan fee disclosure rules
  • Determine what you can do to mitigate regulatory risk

Mindy Duncan

Event materials