Fiduciary in Action: With Client Case Studies to Demonstrate Retirement Plan Sponsor Decision-Making

This is the third and final fiduciary training for our 2026 series for retirement plan sponsors. Fiduciary in Action is meant to show real life decisions by retirement plan committees, and the results so far for their participants and their plan. Our advisor, Jenna Witherbee, presents a deep dive into six of our clients and their fiduciary decision-making process related to various plan design changes. The following plan design changes are included: Automatic Enrollment Automatic Escalation Pre-Tax, Roth, and After-Tax Contributions Eligibility / Dual Eligibility and Vesting Employer Match and / or Profit Sharing Distributions