Harris EBP Webinar – Fiduciary Best Practices

Join us for a comprehensive 401k fiduciary training and best practice discussion led by Shane Hanson, CEO and Chief Fiduciary of Freedom Fiduciaries. This virtual event will cover essential topics designed to enhance your understanding of fiduciary responsibilities and improve plan engagement through effective communication.

During this session, Shane Hanson will delve into various aspects of ERISA (Employee Retirement Income Security Act) and the safe harbors it offers, such as the 404(c) provision aimed at reducing liability. Key topics that will be covered include benchmarking plan fees, investment due diligence, 3(21) and 3(38) fiduciary coverage, and the most common mistakes made by plan sponsors.

Participants will not only gain valuable knowledge and insights from an industry expert but will also have the opportunity to earn SHRM (Society for Human Resource Management) Continuing Education (CPE) credits.

The deadline to register is August 1st. 

Registration has closed. Please email taradavis@harriscpas.com with any questions.


Aug 03 2023


11:00 am - 12:00 pm