Rosemarie M. Panico-Marino
Senior Consultant MESIROW RETIREMENT ADVISORY SERVICES 
Chicago, Illinois

The Employee Retirement Income Security Act (ERISA - which has been affectionately called “Every Ridiculous Idea Since Adam”!) has been around since 1974 yet we still struggle with all the rules and regulations that enforce provisions of the Act. With every new piece of tax regulation, fiduciary rule regulation and prohibited transaction exemption, it’s virtually impossible to do everything right all the time. This session will focus on some of the absolute basic requirements that ERISA plans must adhere to and what plans must steer away from to avoid getting into penalties, fees and even jail!