CATA & FINANCIAL RENAISSANCE SEMINAR: FIDUCIARY FUNDAMENTALS: DEMYSTIFYING YOUR OBLIGATIONS TO RETIREMENT PLAN PARTICIPANTS

DATE: April 24, 2025

TIME: 12:00 p.m. - 1:00 p.m.

LOCATION:

This will be an in-person seminar hosted at the CATA Building:

Chicago Automobile Trade Association

18W200 Butterfield Rd.

Oakbrook Terrace, IL 60181

AGENDA:

The first 401(k) plan was established in 1978. Most of your employees are going to be the first in several generations to retire without a traditional pension.

Quickly, most will realize they have not saved enough money, or the investments have not performed as well as they had hoped. When that happens, they will be looking for answers. As the employer and plan sponsor, you could be the first place they look, and it may come in the form of a lawsuit for breach of your fiduciary obligations. Do you know what those obligations are?

Join the Financial Renaissance team and Debra Lucente, ERISA Counsel, to learn how to protect yourself and your company, all while benefiting your employees. Lunch will be provided.

WHO SHOULD ATTEND:

Dealer Principals, General Managers, CFOs and HR Managers.