Retirement Plan Best Practices and Trends



Date & Time

Start Date: 03/23/2022
Start Time: 1:00
End Time: 2:00 pm EDT


Robert Kaplan of Cozen O'Connor and Brent Sheppard of Cadence Financial Management will be presenting this webinar on the ERISA fiduciary duty requirements for 401(k) and 403(b) plan sponsors. They will also discuss current trends and best practices in the retirement plan industry.

CLE is approved in PA, NY, TX, IL, NV, and CA.
MN CLE has been applied for approval.

Cozen O’Connor is recognized by SHRM to offer Professional Development Credits (PDC) for the SHRM‑CPSM or SHRM‑SCPSM.
This program is valid for 1 PDC for the SHRM‑CPSM or SHRM‑SCPSM. For more information about certification or recertification, please visit



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Robert S. Kaplan


(215) 665-2067

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