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Webinars
403(b) Plan Fiduciary Responsibility & Industry Trends
CPE Credit: Not eligible
Presenter: Steve Toomey
Steve Toomey
Partner
Benefit Plan Consulting, Wealth Advisors
Kansas City
816.221.6300
Join BKD National Higher Education Team for a complimentary webinar that will examine in detail the role of 403(b) plan fiduciaries in light of recent and upcoming regulatory changes. Presenter Steve Toomey, principal of BKD Wealth Advisors’ Benefit Plan Consulting division, also will review industry best practices and qualified plan industry trends. Don’t miss this opportunity to experience the expertise of BKD Wealth Advisors.
Learning Objectives
Upon completion of this webinar, participants will be able to:
- Interpret recent and upcoming 403(b) regulatory changes
- Examine the industry's best practices
- Evaluate qualified plan industry trends
Documents
CPE Information
Audience
CFOs and HR department personnel
Program Level: Basic
Delivery Method: Group Internet-Based
Advanced Preparation: None
Prerequisites: None
Refund Policy: There is no cost for this webinar; therefore, there is no refund policy.
Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, please contact us at training@bkd.com, at 800.472.2745 or visit BKD’s FAQs.
BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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