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2023 Mid-Year Fiduciary Update: Private Sector

Hanson Bridgett

July 19, 2023
On-Demand
Webinar

SECURE Act 2.0 Fiduciary Changes
- Error Corrections
- IRS Notice 2023-43
Update on Fiduciary Breach Litigation
Update on General Fiduciary Issues
- ESG Investing & Proxy Voting
- DOL Fiduciary Rule
- DOL Guidance on Cryptocurrencies
- Data Security and Fraud Prevention
  - DOL and Cybersecurity Issues
Annual Review of Plan Document and Operational Compliance

Also available: 25 presentation slides

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