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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Bates & Company, Inc.
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ERISA Plan Fiduciaries: 2021 Update (PDF)
Hanson Bridgett LLP June 2, 2021 74 presentation slides. Topics: [1] Legislative and regulatory priorities; [2] Remote governance issues; [3] Update on general fiduciary issues: claims and appeals issues, service provider issues, data security/fraud prevention; [4] Fiduciary breach litigation; [5] Update on fiduciary investment issues: ESG investing, proxy voting, DOL fiduciary rule, DOL private equity investments guidance; [6] Annual review process: plan document compliance, operational compliance. |
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