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Thursday, November 12, 2026 Live Webcast

Corporate Accounting & Finance Interest Group Meeting and Technical Session: Three Essential Fiduciary Best Practices for Retirement Plan Sponsors (E2611538)

8:00 AM - 9:30 AM EST

Registration: 8:00 AM EST

webcast

Zoom

1 CPE Credits in SK

OVERVIEW

The presentation will cover three practical best practices for retirement plan sponsors to follow that will help them mitigate risk, navigate 401(k) plan complexities and fulfill their high-level fiduciary duties.

 

DESIGNED FOR

members of the Corporate Accounting & Finance Interest Group

BENEFITS

Gain best practices for establishing smart retirement plans.

HIGHLIGHTS

By establishing and sponsoring a retirement plan, plan sponsors and trustees by default become fiduciaries and take on greater responsibility and potential liability. Learn three practical best practices that help plan sponsors reduce risk, address 401(k) plan complexities and carry out their fiduciary duties effectively.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Patrick Gano

Patrick J. Gano, AIF, CPFA

Retirement Plan Manager

HBKS Wealth Advisors

Read bio

PRICING

Only Business & Industry Professionals Interest Group members can attend this event.
Click here to join the interest group.
Free Event


Note: Online pre-registration will close on November 12 at 8:00 AM.

ADDITIONAL OPTIONS

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Print a registration form

COURSE DEVELOPER

New Jersey Society of CPAs