Tribal Retirement Plans: A Free Webinar Series

  |  June 19, 2018

Congratulations! You are now in charge of your tribal organization’s retirement plan. Of course, you want to do the right things to run your plan, but you may need guidance to determine what the right things are.

Please join us for three upcoming webinars that we’ve designed to cover the day-to-day operation of tribal retirement plans. You’ll learn about the many issues that plan providers encounter – and more importantly, how to tackle them.

Topics include:

  • The role the plan sponsor plays in administering a retirement plan
  • How to identify which federal rules apply to your plan(s) and when
  • Different fee arrangements and how to calculate “All-In” fees
  • Best practices for fulfilling your fiduciary obligation
  • How to prepare for an audit – and keep it moving

Participation in each live webinar may qualify for up to 1.0 CPE credit. All who register will also receive access to a recording of the webinar after the event, plus other helpful resource materials.

Webinar 1: Plan Sponsor Basics: Maintaining Your Organization’s Retirement Plan Tuesday, 6/26/2018
10:00-11:00 pm, PDT
Webinar 2: The Dynamics of Retirement Plans Tuesday, 7/31/2018
10:00-11:00 pm, PDT
Webinar 3: Preparing for an Audit of Your Retirement Plan Tuesday, 8/14/2018
10:00-11:00 pm, PDT

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