Conference Materials

2023

ERISA Update

Tuesday, May 2, 2023 10:30 AM - 11:30 AM

Speaker

Jennifer Eller

Session Description

In this session, attendees will get the latest news shaping retirement policy in Washington, including:

  • Who is a fiduciary now? Hear the latest on DOL activities related to IRA rollovers and services to ERISA plans
  • DOL enforcement priorities, including ‘book of business’ investigations
  • Cybersecurity and retirement plans – What happens when all parties fulfill their duties of care and loyalty and the money still disappears
  • Litigation update – What is behind the hundreds of ERISA fee cases filed every year?

 

Session Material

Session Material