February 01, 2024
Partner Presentation

Action Items for Retirement Plans in 2024

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2:00pm-3:00pm EST

There are several actions plan sponsor and fiduciaries of retirement plans should take in 2024 to enhance their plans and mitigate risks.

Join ANCOR Diamond Partner Mutual of America to learn about:

  • Potential enhancements that can be made to the plan pursuant to recent legislation
  • Conducting a Request For Proposal for your Retirement Plan Vendors
  • Having an Adequate Cybersecurity Program and Policy
  • Proper Governance Procedures (including having a Charter, creating a committee, conducting committee meetings, and minutes)
  • Review of investment Options in the Plan
  • Reporting and Disclosure Requirements Maintaining adequate insurance to address claims

Presenter

  • José Jara, Counsel, Fox Rothschild, LLP

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