Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

NEW DOL Rules for Retirement Plans: How to Fulfill your Fiduciary Responsibilities

As your organization begins planning for 2018, ensuring that you are performing all of your DOL retirement plan fiduciary responsibilities is more important than ever.

We will be review the steps you should take to help you stay in compliance, as well as best practices when positioning your plan with your various retirement plan vendors.

Raffa Wealth Management
Chase Deters, RWM
12/14/2017 9:00 AM EST
12/14/2017 10:30 AM EST
Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
Business Management & Organization
1. Fiduciary best practices for the ongoing responsibilities for retirement plan sponsors. 2. Review the recommended process of performing a due diligence review on your retirement plan. 3. Importance of fee transparency in benchmarking your plan against your peers
A basic understanding of how retirement plans function and responsibilities of third parties involved (TPA, recordkeeper, custodian, etc.).
Bring a copy of your plan’s fee summary (404(a) and/or 408(b)2 ) and current investment list with expense ratios for your own comparison purposes as we review some high level plan best practices.
​"The speaker was able to impart the technical topic in an easily understood manner for those non-tech people attending. He responded to questions well, and helped people understand both the issues and solutions."

Raffa Learning Community Attendee