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.