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Retirement plan self-checkup

July 24, 2018 @ 2:00 pm - 3:00 pm EDT

RSM Free Live CPE Webcast

Participants of the live webinar will be eligible for 1 free CPE credit.

Join us on July 24 to gain insights on the latest plan options and how to evaluate and ensure you are getting the most out of your retirement plan.

We’ll review additional plan features, plan terms and additional plan options you may want to consider to improve efficiencies and performance. We’ll also address best practices for plan fiduciaries, including:

  • Information collection
  • Investment oversight
  • Employee education
  • Documentation requirements
  • Internal controls regarding data collection and maintenance
  • Vendor selection considerations


Eric Carroll


Joe Mattia


Learning objectives
By the end of this webcast, participants will be able to articulate how plan sponsors could consider additional plan options; they will also be able to determine if they would benefit from performing a self-checkup for their retirement plan to help improve efficiencies.

CPE credit available
RSM US LLP is pleased to offer one CPE credit for attending this webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Virtual group live
Field of study: Personnel/HR | CPE: One credit


July 24, 2018
2:00 pm - 3:00 pm
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Field of Study
Human Resources