Fiduciary Fitness: Fiduciary Duties & Responsibilities For Your Company's Retirement Plan
Date: Wednesday, July 21st, 2021 9AM-10AM CDT
Is your business fiduciarily fit? Join Financial Consultants Emma Mueller and John Friar as they discuss the impacts of a healthy fiduciary plan on your company's 401k. By measuring the health of your company's retirement plan, you can ensure understanding, compliance, and success.
This webinar will cover important topics on Fiduciary Fitness such as:
- What is a Fiduciary?
- Who is and who isn’t a Fiduciary to the Retirement Plan?
- ERISA Section 404(a) Fiduciary Responsibilities
- Reporting and Disclosure Requirements
We hope you can join us!
Even if you can't attend the webinar live, register and we'll send you the recording and presentation slides after the webinar concludes.
Park Capital Management, LLC, a SEC Registered Investment Advisor. The investment products and services offered by PCM are independent of the products and services offered by The Park Bank and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Park Capital Management, LLC (“PCM”) is affiliated with The Park Bank.
Emma Mueller, CRPS®, AIF®
CCO / Financial Consultant
Emma graduated from UW-Madison with a B.A. in Economics. She has spent over 15 years working in the financial services industry. Emma focuses primarily on compliance and 401(k) operations. Over the years, she has found a passion for helping clients navigate the path towards retirement. Emma also serves as the Chief Compliance Officer maintaining the ever changing regulatory requirements and updates for the RIA and their consultants. She resides in Oregon with her husband and daughter and enjoys spending time with her family, sporting activities, and travel.
John Friar, CFP®, AIF®
Partner & Senior Financial Consultant
Since graduating from UW-Whitewater with a B.A. in Finance, John has spent over ten years working in the financial services industry. He enjoys working in all of the different facets of the financial services industry, including 401(k) Plan Consulting, Wealth Management, and Life & Disability Insurance. John works with both commercial and personal clients to ensure that each of their financial needs be addressed and managed appropriately. John lives in Middleton with his wife, two sons, two cats, and dog, and loves every minute of it.