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Daybright Financial
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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What the Supreme Court’s ERISA Decision Means for Retirement PlansCAPTRUST Financial Advisors |
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June 24, 2025 Webinar |
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In episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell Supreme Court decision on ERISA prohibited transactions. The episode delves into the nuances of ERISA’s prohibited transaction rules, exemptions, and the recent Supreme Court ruling affecting litigation against plan sponsors. Stephanie provides practical guidance for plan fiduciaries, emphasizing robust processes and documentation to navigate this evolving landscape. |