This course educates the CPA on how to identify 401k Plan Fees, and creates a basis to understand key areas of conflict identified by the recent DOL Fiduciary Rule. The course is intended for the CPA practitioner that advises businesses that have a current 401k plan.
Identify Plan Level Conflicts posed by 401k providers
Understanding the roles and responsibilities of a plan fiduciary
Identify excessive fees in 401k Plans
Michael Seid has more than 17 years of investment, finance, management and operations experience. He currently serves as President and managing partner of Axxcess Wealth Management an SEC Registered Investment Advisor serving the investment advisory needs of Single Family Offices, high net worth, and corporate clientele.