Plan Governance: Fiduciary Fundamentals

Date: Friday, February 17th
Little America
12pm – 1:30pm
 
Plan Governance: Fiduciary Fundamentals

Plan Governance: Fiduciary Fundamentals
When you set up a qualified retirement plan, you deliver a benefit to your employees and enjoy tax benefits in the form of employer deductions and tax-deferred savings opportunities for plan participants.  With those benefits, however, comes the responsibility for you to ensure the plan is maintained in accordance with the tax laws and regulations that apply to qualified retirement plans. Failure to meet the standards dictated by the Internal Revenue Code (IRS) and the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) can have dire consequences both for you as the plan sponsor and for the plan participants.
 
About Our Presenter
Taylor Dance is the Director of Retirement Plan Services with Presidio Wealth Management. With nearly a decade of experience in the financial services industry, he specializes in retirement plan management. Working closely with plan sponsors and individuals, he strives to help his clients pursue their goals and bring their financial plans full circle.
 
As a third generation wealth advisor, Taylor grew up in the world of investments and has a lifelong passion for finance.