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February Monthly Meeting - WebEx
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When: Tuesday, February 20, 2018
12:00 pm - 1:00 p.m.
Where: WebEx
United States

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Understanding HR's Fiduciary Responsibilities in Retirement Plans



The role of a fiduciary in a retirement plan is often misunderstood while the burden on plan sponsors to effectively monitor their plans increases.  In 2016 the Employee Benefit Security Administration (EBSA) received 193,669 informal complaints against employee benefit plans and closed 2,002 cases.  These complaints and the cases initiated by EBSA lead to $777.5 million in recoveries for plan participants and the conviction of 96 individuals.


The presentation will help HR professionals understand their fiduciary responsibility and focus on how to implement a fiduciary process in your company retirement plan.  Key takeaways will be:

  • Who is a fiduciary
  • How to limit fiduciary responsibility
  • Implementing a fiduciary process
  • Proper documentation

About the speaker: Brent Plunkett is the Founder and CEO of Charter Wealth Management, a fee only investment advisory firm headquartered in Raleigh that works with families, corporations, and foundations across the nation. 

Brent is a graduate of NC State University and lives in north Raleigh with his wife Jesse, and two children Ali and Calvin.  Brent is an active member of RWHRMA board and served as the VP of Programs for 2017.  In addition to his work with RWHRMA Brent is active in the community serving on the board of the American Red Cross of the Triangle, the Board of Governors at the City Club Raleigh, the WakeMed Foundation Development Committee, the Jamie Kirk Hahn Foundation finance committee, and founded the National Public Affairs Forum at the City Club Raleigh.




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