Conference Materials
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