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Unravel Your Fiduciary Maze: Best Practices to Keep Your Retirement Plan on Track

Seminar

June 27, 2019 @ 8:15 am - 10:00 am PDT

San Francisco, CA

Have you done all you can to guard against Fiduciary Risks in your retirement plan? Join us for a workshop to learn better ways to detect and navigate around any obstacles impeding your plan’s success.

Maze

Topics of Discussion:

  • Introduction to Employee Retirement Income Security Act of 1974 (ERISA)
  • Understand Your Role as a Fiduciary
  • Manage Your Committee Meetings, Processes, and Bylaws
  • Investment Monitoring and Oversight Process
  • Fiduciary “Safe-Harbors”
  • Legal and Legislative Updates
  • Retirement Industry Litigation Trends
  • Insurance for Risk Mitigation/Transfer

Moderator

Kristina Keck, Vice President, Retirement Plans, Woodruff Sawyer

Speakers

Michelle Ausburn, Partner, Assurance, BPM, LLP

Erin Stephenson, Practice Manager, Northern California Management Liability, Woodruff Sawyer

Peter Marathas, Partner, Marathas Barrow Weatherhead Lent

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