2023 Fiduciary Training Series, Part 2: Litigations Trends (Webinar Recording)
In this installment of our fiduciary training series, hosted by Director of Retirement Plan Consulting Dawn McPherson, we dive into the latest fiduciary litigation themes and developments. We also explore the practical implications of these trends for plan sponsors and offer key takeaways to help you enhance your plan’s governance and reduce risk.
This panel discussion features CAPTRUST Principal and Financial Advisor Jim Strodel, alongside guest speakers Julie Stapel and Matt Sharbaugh, partners at Morgan Lewis & Bockius, LLP. Matt, an ERISA litigator, and Julie, who advises plan sponsors on ERISA fiduciary compliance, each share their unique perspectives on these timely and important topics.
To download a copy of the transcript, click here.
Additional Resources
Fiduciary Training Part II – May 3 2023 Slide Deck
To download a copy of the transcript, click here.