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Axxcess dol401k

IMPACT OF THE DEPARTMENT OF LABOR FIDUCIARY RULE ON 401k PLANS

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 27, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: CFOs and Controllers
Course Description

This course educates the CPA on how to identify 401k Plan Fees, and creates a basis to understand key areas of conflict identified by the recent DOL Fiduciary Rule. The course is intended for the CPA practitioner that advises businesses that have a current 401k plan.

Learning Objectives

  • Identify Plan Level Conflicts posed by 401k providers

  • Understanding the roles and responsibilities of a plan fiduciary

  • Identify excessive fees in 401k Plans

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michael Seid

Axxcess Wealth Management, LLC
Managing Director
[email protected]
6197099779

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Michael Seid has more than 17 years of investment, finance, management and operations experience. He currently serves as President and managing partner of Axxcess Wealth Management an SEC Registered Investment Advisor serving the investment advisory needs of Single Family Offices, high net worth, and corporate clientele.

Linkedin

Rick Halperin, MBA, CPA

Axxcess Wealth Management, LLC

[email protected]
(619) 204-2809

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About Our Presenter

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Axxcess LINK is a service mark of Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor serving small business clientele. Axxcess provides advice to business owners on a range of topics including capital formation, risk management, diligence and sourcing of investment managers, and fiduciary best practices.