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Carroll Consultants Advisors, Ltd. Webinar

by on July 13, 2015

CarrollMISBO Vendor, Carroll Consultants Advisors, will be holding a free Plan Sponsor webinar to discuss ways in which schools can ensure their Retirement Plan Fiduciary Duties are being fulfilled, regardless of the size and scope of the plan. Join in on July 14, 2015 at 1 pm ET using the link below to register.

Agenda:

  • Overview of Fiduciary Duties
  • Case Studies
    • Small plan, Individual Participant Contracts with Recordkeeper
    • Mid-Size plan with two Recordkeepers
    • Larger plan, Moved from Individual to Group Contract, show evolution over time
  • Strategies for Best Practices

Presenters: Marcie Carroll, Thomas Giedgowd, Richard Ritzer

7.15.15 UPDATE:

Even though this event has passed, Carroll Consultants Advisors has graciously shared their presentation, along with a Fiduciary Compliance Checklist to assist all schools.

Plan Fee Webinar

Fiduciary Compliance Checklist

Carroll Consultants Advisors, Ltd. is an independent Retirement Plan Service Advisory firm with special focus on independent schools, colleges and universities. If you are a MISBO member school, and are considering outsourcing these services for your school, be sure to let them know you are a MISBO member so you can obtain the absolute best price quote.

One Comment
  1. Julie Ray permalink

    Carroll Consultants gave a great and very informative webinar presentation on 403b requirements for ERISA schools. They also explained at the end what non-ERISA schools should think about in state requirements and best practices for 403b plan fiduciary management and compliance. Really well done!

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