Description
Regardless of who is in the White House or in the majority in Congress, fiduciary practices remain under a litigation and enforcement microscope. Learn how to good governance can protect a retirement plan, its participants, and plan fiduciaries.
Learning Objectives:
- Understand the distinctions between "settlor" non-fiduciary activities and fiduciary activities
- Understand common governance practices and the benefits of having a strong retirement plan governance structure
- Learn what role accountants, attorneys, consultants, and other advisers can play in the retirement plan governance process
- The distinctions between providing services to a plan and working for a sponsor.
Speaker(s):
- Lisa
Germano,
President and General Counsel,
Actuarial Benefits & Design Company
- Robert
A. Lavenberg,
CPA, CGMA, JD, LL.M. (Taxation),
President,
ERISAworks LLC
