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Retirement Plan Legal Specialist Pentegra
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Compass Retirement Consulting Group, Inc.
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Retirement Plan Relationship Manager ERISA Services, Inc.
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Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc.
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Prime Pensions, Inc.
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| Public Sector Plan Fiduciaries: 2021 Update (PDF) Hanson Bridgett LLP  June 2, 2021 78 presentation slides. Topics: [1] Legislative and regulatory priorities; [2] Remote governance issues; [3] Update on general fiduciary issues: Why we care about ERISA/brief overview, 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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