Webinar

Fiduciary Focus - Retirement Benefit Plans

Webinar: Fiduciary Focus - Retirement Benefit Plans
Register Here
Date
Thursday, August 20, 2026
Time
2:00 PM

OneDigital is recognized by HRCI and SHRM to offer recertification credits. This program is approved for 1.0 HRCI credit and 1.0 SHRM PDC.

Credit approval applies only to the educational components of this program and is subject to attendance requirements.

Participants may also be eligible to earn Up to 2.0 CPE credits | Field of Study: Specialized Knowledge

To receive full CPE credit, participants must 1. Be in attendance for the duration of the program and, 2. Respond to at least six (6) of the eight (8) polling questions presented during the session.

Final CPE credit eligibility is determined based on attendance monitoring and participation requirements in accordance with NASBA guidelines.

Employers acting as retirement plan sponsors and fiduciaries are subject to significant legal standards of care under ERISA. Establishing a thoughtful fiduciary governance strategy and process can play an important role in supporting compliance across multiple areas of fiduciary oversight.
Join Jason Yepko as he discusses ERISA requirements, fiduciary responsibilities, risk and governance considerations, and industry practices designed to help plan sponsors better understand and manage their obligations.

Investment advice offered through OneDigital Investment Advisors LLC.

The HR Certification Institute® (HRCI®), the Society for Human Resource Management (SHRM), the National Small Business Association (NSBA), and OneDigital Investment Advisors LLC are separate and unaffiliated entities. Each entity is financially responsible for its own products and services.

OneDigital is registered with the NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPE participants seeking to register comments or complaints may contact Gregory Fiore, Regional Senior Vice President, OneDigital Financial Services | OneDigital Investment Advisors LLC, at 404-477-0593, 300 Galleria Parkway, Suite 1100, Atlanta, GA 30339. Questions pertaining to the CE portion of this program: 704-249-1314.

ID: 00660537

Two diverse businesspeople smiling while working on a laptop together at the end of a boardroom table in an office

In this session, participants will learn to:

  • Recognize who within the organization is a fiduciary and what requirements are set forth by ERISA
  • List the risks associated with non-compliance
  • List the separate & distinct requirements associated with the three core areas of fiduciary governance
  • Identify best practices to remain compliant and ensure the quality of the benefit plan

Presenter

  • People

    Director, Retirement Plan Consulting

    Jason Yepko

    AIF® , CPFA®, CRPS® , NQPC™ , QKA®

    Bio