2025 Fiduciary Training Series, Part 4: Fiduciary Risk Litigation (Webinar Recording)

Over the past two decades, participant class action lawsuits—particularly those involving ERISA-covered defined contribution plans—have created ongoing challenges for plan sponsors and fiduciaries. Decisions regarding the hiring and monitoring of recordkeepers and trustees, along with the selection and oversight of investment options, are increasingly influenced by litigation risk concerns.

This webinar recording dives into the core fiduciary duties of prudence and loyalty, highlighting common litigation triggers such as excessive fees, fund selection and performance, and company stock. It also explores emerging areas of concern, including alternative investments, cryptocurrency, and cybersecurity.

Viewers will gain valuable insights into:

• Fiduciary actions that commonly lead to litigation
• Best practices for minimizing legal exposure
• High-risk areas in fiduciary decision-making

Ideal for plan sponsors, fiduciaries, and benefits professionals, this webinar recording provides practical, actionable guidance to help navigate today’s complex legal landscape and strengthen fiduciary oversight.

To download a copy of the transcript, click here.

Additional CAPTRUST Resources

Our 2025 Series:

• 2025 Fiduciary Training, Part 1: Best Practices for Plan Sponsors
• 2025 Fiduciary Training, Part 2: Effective Plan Governance
• 2025 Fiduciary Training, Part 3: Elevating Plan Design
• 2025 Fiduciary Training, Part 4: Fiduciary Risk Litigation
• The Importance of Fiduciary Training

Our 2024 Series:

• 2024 Fiduciary Training Series, Part 1: Roles and Responsibilities
• 2024 Fiduciary Training Series, Part 2: Plan Governance
• 2024 Fiduciary Training Series, Part 3: Fiduciary Risk Management
• 2024 Fiduciary Training, Part 4: Avoiding Scams