5.4.2023

2023 Fiduciary Training Series, Part 2: Litigations Trends (Webinar Recording)

The pace of retirement plan lawsuits remains consistently high, reinforcing the importance of fiduciary training for all plan sponsors.

In this installment of our fiduciary training webinar series hosted by Director of Retirement Plan Consulting Dawn McPherson, we focus on current fiduciary litigation themes and developments. Further, we cover the practical implications of the litigation trends for plan sponsors and provide key takeaways to help improve plan governance and minimize risk.

This panel discussion features CAPTRUST Principal and Financial Advisor Jim Strodel, and guest speakers Julie Stapel and Matt Sharbaugh, partners at Morgan Lewis & Bockius, LLP. Matt is an ERISA litigator and Julie counsels plan sponsors on compliance with ERISA’s fiduciary rules. They each bring their 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.

Presenters

Dawn McPherson

Director,
Retirement Plan Consulting

View Profile

James W. Strodel

Principal,
Financial Advisor

View Profile

Post Topics

Retirement Plan Services