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If you serve as the 401(k) plan fiduciary for your organization, this webinar will provide much-appreciated insight into industry best practices. Join CRI TPA Services’ CEO and partner Daniel Rodriguez and COO and partner Joy Hodgson for a free, informational webcast that will review the basic types of trustee duties, discuss types of investment classes prohibited in a retirement plan, and explain the various fees and expenses that all fiduciaries should know about and monitor on an ongoing basis. Attendees will gain a deeper understanding of both ERISA and IRS regulations as well as best practices for mitigating fiduciary liability.

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info@CRITPA.com

2633 Centennial Boulevard 

Suite 200

Tallahassee, FL 32308

CRI TPA Services, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

© 2025 CRI TPA Services, a division of Carr, Riggs & Ingram®, Capital LLC

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