Plan Governance, Practice & Procedures
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Plan Governance, Practices & Procedures
Presented by Cheryl Morgan, CPC, QKA, AIFA, Morgan Consulting Services
Original Presentation Date: Wednesday, November 14, 2012
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE
Educate your clients, the plan sponsors, of their non-delegable duties, responsibilities and actions connected with starting and maintaining a qualified retirement plan and the management of plan assets, including management tools, practices and procedures to promote and facilitate compliance.