CLE - Fiduciary Responsibility and Financial Wellness

In this program, we will explore prudent investment practice for plan sponsors under both ERISA and Pennsylvania's Prudent Investor Rule. We will also address retirement readiness and its impact on personal well-being and professional productivity. We will demonstrate how plan sponsor fiduciary responsibility and financial wellness training in the workplace addresses this dual crisis in America. We will provide you with clear steps to improve your retirement readiness and arm you with the tools and information you need to help your employer improve your outcomes.
Philadelphia Bar Association 11th Floor Conference Center 1101 Market Street Philadelphia, PA 19107
Online registration not available.
My registration status: Not registered

Sign In