Is Your Retirement Plan Due for a Check Up?

If you offer a retirement plan to your employees, you have a fiduciary responsibility to ensure the plan is compliant with the latest regulations and acts in the best interest of participants – but that can be easier said than done. A fiduciary plan review can help identify strengths, uncover gaps, and provide actionable recommendations to help ensure a healthy retirement plan.

In this webinar, we examine:

• How to identify if your retirement plan is outdated or underperforming
• Red flags that suggest your fees, funds, or fiduciary process need attention
• How to compare your plan’s design and costs to current industry benchmarks
• Steps to improve participant engagement, savings rates, and retirement readiness
• How to conduct a plan checkup that drives measurable improvements
• What to know heading into 2026 – from SECURE Act 2.0 changes to the OBBB – including compliance priorities, best practices, and how to stay ahead of evolving retirement plan legislation

The firm is submitting this webinar for HRCI/SHRM credit.

Presented by:
Jeffrey Barnes | AIFA®, CEBS, CFP | Vice President, Retirement Plan Consultant | CBIZ

If you have any questions, please contact Stephani Harper.

Fisher Phillips is committed to providing access to all of our events for disabled attendees. Automated closed captioning is available for all of our webinars. For other accommodation inquiries, please give us three business days advance notice prior to the scheduled event by contacting Stephani Harper. Thank you.