Fiduciary Workshop

Save the Date

The agenda's been set. Please join us for our 7th Annual Fiduciary Workshop. Industry speakers will share their knowledge on timely topics in the retirement world. More details will be coming soon.This year's topics include:

• Considerations for Fiduciaries: Investment Menu Design - Based on ERISA case law, Godwin LLP identifies 5 key trends in recent litigation and brings context and perspective to a fiduciary's responsibility for selection and ongoing monitoring of the investment lineup.

• 2022 U.S. Supreme Court Ruling: Hughes v Northwestern University - Hear the details about the most recent Supreme Court ruling impacting retirement plans from earlier this year, and what it means to the responsibilities of your retirement committee.

• Understanding The Role of a Benefit Plan Committee - Gain a better understanding of the roles and responsibilities of a Benefit Plan Committee and undertake an approach that will result in effective plan governance.

• Ask the Attorney - Ever wanted to ask an attorney a question, but hesitated because of the hourly charge?  Now's your chance.  Come prepared with your questions.