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Jennifer Shirkey to Speak on Retirement Plans and ERISA Fiduciary Obligations

Jennifer Shirkey will speak on retirement plans and ERISA fiduciary obligations at an event sponsored by the Central Virginia Employee Benefits Council.

Topics will include:

  • Who's an ERISA fiduciary with respect to plan investments?

  • Limits on the liability protection offered by participant-directed investments

  • Plan document provisions regarding trustees

  • What should be in a plan's Investment Policy Statement (IPS)?

  • Latest developments with the DOL fiduciary rule

For more informaiton, visit CVEBC's website.

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November 9

Jennifer Shirkey to Present on Planned Giving

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Andrew Stockment to Present on Practical Cybersecurity in a World of Breaches at VBA Annual Meeting