Conference Materials

2023

Are Prohibited Transactions for Real?

Wednesday, May 3, 2023 2:15 PM - 3:15 PM

Speaker

Rosemarie Panico-Marino

Session Description

In this session we’ll get back to basics and identifying what fiduciary transactions can likely result in prohibited transactions and the implications – both to plan fiduciaries and plan participants. ERISA’s prohibited transaction rules and the Department of Labor’s enforcement require plan fiduciaries to be diligent when making plan decisions and entering into questionable transactions.

Session Material

Session Material