Date: October 17, 2023
Time: 10:00 – 11:00 am PT
Cost: Complimentary
Presenters: Robert Gower and Zachary T. Isenhour
ERISA’s fundamental fiduciary duties of loyalty and prudence necessitate good governance practices. Whether you are in the process of establishing a new governance framework, or have longstanding processes, please join us as we discuss trends and recommendations in fiduciary oversight of retirement plans. Through lessons learned from case law, Department of Labor investigations, and claims and appeals, we will discuss real world recommendations to safeguard participants, beneficiaries and fiduciaries in plan administration. Discussion topics include:
- Committee structure and membership
- Committee charter fundamentals
- Minutes and other documentation
- Delegations and service providers
- Cybersecurity
Questions you would like addressed during the webinar are welcome! Please direct your questions (or comments) to: webinars@truckerhuss.com
MCLE Credit: This program is eligible for Continuing Legal Education (CLE) credit. Please contact Joe Harrison at jharrison@truckerhuss.com to receive a CLE certificate of completion.
MATERIALS: The materials for this presentation will be available on our website at truckerhuss.com/events and circulated with the webinar reminder two hours prior to commencement. A recording of the webinar will be available at that link within 48 hours.
