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The Latest Generation of Fiduciary Failures

Date: June 4, 2024

Time: 2:00 pm - 3:00 pm EST


During this presentation, we take a closer look at recent fiduciary court cases and outline several key lessons for plan sponsors and service providers. Agenda items include an overview of recent class-action lawsuits, action steps for plan sponsors, and key takeaways from each lawsuit.

By the end of the session, attendees will be able to…

  • Understand the evolution of retirement plan lawsuits and the evolving set of targets.
  • Recognize emerging lawsuit themes and what to be aware of for your own plans.
  • Identify best practices to implement for investment committees, plan advisors, and plan sponsors.

This webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.

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