HRSHRM holds monthly meetings to educate, inform, and entertain. Come network with your fellow members! (Most meetings provide SHRM and/or HRCI credit.) Save these upcoming dates to your calendar! Dates are subject to change.
Fiduciary Training 101 & The Secure Act 2.0
August 15, 2024
11:30 AM - 1:00 PM
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Meyera E. Oberndorf Central Library – FOLIO & LIBRIS Rooms
4100 Virginia Beach Blvd.
Virginia Beach, VA 23462
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Title: Fiduciary Training 101 & The Secure Act 2.0
Description: Fiduciary duties are a growing responsibility for workplace retirement plan sponsors. This presentation provides you with fiduciary education is to help you lay the foundation for the development of good fiduciary practices, such as asking the right questions, creating a process for decision making, and seeking help from experts when needed. In addition, we will cover continuing themes in ERISA litigation and offer some best practices to minimize your risk as a fiduciary.
Sponsor: Legal Resources
https://https://www.legalresources.com/
Speaker: David Norris, DCIO Regional Consultant - T. Rowe Price Investment Services, Inc.
Bio: David is a regional vice president in the U.S. Intermediaries-Retirement Group at T. Rowe Price, where he oversees the Mid-Atlantic region. He has over 19 years of experience within Asset Management & Retirement Industry; all within T. Rowe Price working across several business groups within TRP Global Distribution (Personal Wealth, Advisory, Plan Sponsor Relations, & USI Intermediaries). Prior to joining the U.S. Intermediaries—Retirement Group, David was a Senior Intermediary Defined Contribution Consultant and Advisory Manager.
Tickets
$45.00 Member Ticket
$35.00 Earlybird rate before August 8
$55.00 Non-Member Ticket
$45.00 Earlybird rate before August 8
$35.00 Student Ticket
$25.00 Earlybird rate before August 8
$0.00 SHRM Foundation Donation
