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March 2018 Chapter Meeting
Wednesday, March 21, 2018, 11:30 AM - 1:00 PM PDT
Category: Events

Retirement Plan Sponsor – Understanding Your Fiduciary Role
Presented by: Nick Carpas, Vice President and Retirement Business Director; JPMorgan

Perhaps no single topic in the employee benefits arena has drawn more attention and scrutiny over the last several years than the role of the DC plan fiduciary and the responsibilities fiduciaries have to the plan and their plans’ participants. This session is designed to help HR professionals better understand and manage defined contribution fiduciary responsibilities by providing an overview of key rules and regulations, as well as consideration to help minimize fiduciary risk in a DC plan.

Learning Objectives:

• Provide a foundation for understanding the roles and responsibilities of a DC plan fiduciary
• Educate HR professionals about Department of Labor guidance for hiring service providers and the types of fiduciary service providers
• Discuss the potential impact of recent regulation, as well as DC plan lawsuits

About the presenter: Nick Carpas, Vice President and Retirement Business Director, has been with JPMorgan for 8 years. Based out of Seattle, Washington, Nick works with financial advisors to help improve the consistency with which individuals retire successfully. Prior to this role, he worked directly with retirement plan investors to assist with their asset allocation and investment goals. Before joining JPMorgan, he worked with Merrill Lynch's Retirement Plan Group for several years. He graduated from the University of Toledo with a major in finance.

Wednesday, March 21, 2018 @ 11:30 am - 1:00 pm

Richland Red Lion - 802 George Washington Way, Richland, WA  99352

Cost: $25 Members / $35 Guests

Online Registration is now closed - Tickets for this event can be purchased at the door