Retirement Top 10: Things Every Fiduciary Needs to Know Now

ON-DEMAND WEBINAR

 

On-Demand Webinar: Retirement Top 10

 

If you act as a fiduciary to your organization's retirement plan, your role may extend further than you think. You're required to use the care, skill and diligence to act as a "prudent expert" when it comes to managing your employees' retirement - a tremendous legal responsibility. Today's fast-paced financial markets can make it difficult to identify where to focus your attention, but CBIZ Retirement Plan Services helps break down critical topics.

 

Presented by:

Stan Milovancev
Executive Vice President
CBIZ Retirement Plan Services

 

 


CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.