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Sixth Annual ERISA Fiduciary Checkup Webinar

On January 25, 2017, David Hudak, CFA, Senior Consultant, will co-host the Sixth Annual ERISA Fiduciary Checkup.

Along with Howard Levine, Drinker Biddle & Reath, and David Dacey, WithumSmith+Brown, they will discuss the labyrinth of ERISA plan fiduciary requirements and how failure to comply with these obligations can expose fiduciaries to liability risks.

Topics to be covered will include:

  • What are the most common mistakes made by retirement plan sponsors?
  • What issues are the IRS and DOL most concerned about?
  • Understanding and dealing with annual reporting issues.