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2022 AICPA & CIMA Employee Benefit Plans Conference

EBP2212 - A Fiduciary Roundtable

May 11, 2022 8:00am ‐ May 11, 2022 8:50am

Standard: $49.00


This session will focus on risk management for plan fiduciaries and bring new perspectives to plan auditors. ERISA has unique fiduciary responsibility criteria with strict rules on the delegation of duties. This session will offer materials that fiduciaries should use in 2022 to manage risk. Cyber risk management and duties will be discussed, as well as recent guidance from the Supreme Court. MEPs, PEPs and risks in ESOPS transactions.

Learning Objectives:
  • Analyze fiduciary duties retained when using the new Pooled Employer Plans or Multiple Employer Plans and how to look for a deal that IS too good to be true.
  • Identify fiduciary insurance coverage issues considering recent and ongoing litigation trends.
  • Determine ESOP fiduciary claim trends and update on litigation.


  • Greg Ash, JD, Partner, Employee Benefits Practice Group Chair, Spencer Fane LLP
  • Lisa Germano, JD, CPA, CGMA, President and General Counsel, Actuarial Benefits & Design Company
  • Jennifer E. Shirkey, Shareholder, Flora Pettit
Tags: TAX

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