IS Chapter Webcast - Fiduciary Process, Plan Design and Financial Wellness - March 26

Wednesday, March 26 - Wednesday, March 26, 2025

Chapter Event

Webcast: Fiduciary Process, Plan Design and Financial Wellness
March 26, 2025
1:00 pm EST

Understand your fiduciary responsibilities and how to mitigate your personal liabilities associated with your retirement plan. Learn how to design your plan to drive your employees to save more and become more financially well using the powerful science of behavioral finance and financial wellness strategies.

Webcast Takeaways:

  • How to retirement plan design
  • Fiduciary responsibilities/process
  • Employee savings in the workplace

Speakers