Jennifer Shirkey will speak on retirement plans and ERISA fiduciary obligations at an event sponsored by the Central Virginia Employee Benefits Council.
Topics will include:
- Who's an ERISA fiduciary with respect to plan investments?
- Limits on the liability protection offered by participant-directed investments
- Plan document provisions regarding trustees
- What should be in a plan's Investment Policy Statement (IPS)?
- Latest developments with the DOL fiduciary rule
For more informaiton, visit CVEBC's website.