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Mastering Fiduciary Prudence and Due Diligence

May 4, 2020 1:15pm ‐ May 4, 2020 2:30pm

Credits: None available.


This session will provide practical tools, tips and checklists for the plan fiduciary to use to manage fiduciary risk. Packed with case study experience, this presentation will discuss areas of due diligence such as the hiring process, contractual points of interest, monitoring and documentation for plan prudence needed to maintain a plan that complies with the requirements of ERISA and case law.


  • Lisa Germano, JD, CPA, CGMA, President and General Counsel, Actuarial Benefits & Design Company


Credits: None available.

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