Deciphering and Applying the Most Critical Provisions of Your Plan Document

January 24, 2019 | 2:00pm - 3:00pm ET

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About the Webinar

As a fiduciary, ensuring that you’re following the terms of your 401(k) plan document is a critical responsibility.

Being an informed fiduciary and ensuring that you’re familiar with what’s really involved in administering your 401(k) plan is the first step in managing your plan effectively and minimizing risk for your credit union and board. Join us for an informative webinar that takes a look at the top 10 most challenging areas of retirement plan administration. Learn more about best practices in retirement plan administration from an institutional fiduciary. Hear real world examples that illustrate how to avoid key stumbling blocks.

About the Presenter

Tom LederTom Leder, CPC, QPA, QKA, AVP, Assistant Vice President, Consulting Services, Pentegra

Tom works with clients to develop effective plan design and benefit compensation strategies, manage plan level modifications and build employee awareness and appreciation for retirement programs. With more than 20 years of experience in the business, Tom enjoys developing relationships and sharing his knowledge to help clients navigate the complex world of retirement benefits.

Ken Jackson, Regional Director, PentegraKen Jackson, Regional Director, Pentegra

Ken manages the sales and marketing efforts for Pentegra throughout the West. Since joining Pentegra, Ken has been instrumental in new business development efforts in this region. Ken as over 15 years of experience in working with financial institutions and brings a comprehensive understanding of business practices to Pentegra's business development efforts.