401(k) Plan Fiduciary Best Practices & Industry Trends

Date:  Tuesday, March 1, 2016
Time:  3 - 4 p.m. Central
CPE Credit:  One CPE credit in Specialized Knowledge & Applications field of study may be awarded upon verification of participant attendance.
Presenter:  Steve Toomey

Steve Toomey


Wealth Advisors

1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246

Kansas City

Join us for a look at trends in employer retirement plans, specifically defined contribution plans such as 401(k) and 403(b) plans. We'll discuss your plan's fiduciary responsibilities and ways you can fulfill those responsibilities. We'll also review how some employers are modifying their plans to better prepare plan participants for retirement.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Discuss pressing issues faced by retirement sponsors and fiduciaries
  • Describe how successful companies are addressing these issues
  • Identify plan design trends being implemented to help better prepare themselves and employees for retirement


CPE Information

Audience:  CFOs, HR executives and anyone else responsible for overseeing a company’s retirement plan
Program Level:  Overview
Delivery Method:  Group-Internet Based
Advance Preparation:  None
Prerequisites:  None
Refund Policy:  There is no fee associated with this webinar.


Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.


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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