CLE - VIDEO ENCORE: Fiduciary Responsibility& Finan Wellness

In this video-encore,the speaker will explore prudent investment practice for plan sponsors under both ERISA and Pennsylvania's Prudent Investor Rule. He will also address retirement readiness and its impact on personal well-being and professional productivity. The program will demonstrate how plan sponsor fiduciary responsibility and financial wellness training in the workplace addresses this dual crisis in America. Attendees learn clear steps to improve their retirement readiness and armed with the tools and information needed to help their employer improve member outcomes.
Philadelphia Bar Association 11th Floor Conference Center 1101 Market Street Philadelphia, PA 19107
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