Fundamentals of Fiduciary Responsibilities

October 26, 2016

By: John C. Godsoe

Join The Bonadio Group, Westminster Consulting and Bond Schoeneck & King for a roundtable discussion that will address the latest legal developments, best practices for reducing fiduciary risk and how to avoid costly errors in plan administration.

Recently issued DOL regulations and lawsuits have put a spotlight on the actions of retirement plan fiduciaries. In today’s changing legal, regulatory and litigation environments, it is more important than ever that employee benefit plan fiduciaries understand their roles and responsibilities. Topics will include:

  • Impact of the new fiduciary rules on retirement plan sponsors
  • Fundamentals of fiduciary responsibility
  • Plan governance processes
  • Strategies for reducing plan costs
  • How to work with your plan auditor to help identify risks
  • Interactive Q&A discussion

Agenda
8 - 8:30 a.m. Registration, networking, and breakfast
8:30 - 9 a.m. Welcome and introductions
9 - 10 a.m. Roundtable Discussion/Q&A

Moderator
Justin Reid, CPA—Principal, The Bonadio Group

Panelists
David Bard—Senior Consultant, Westminster Consulting (dbard@westminster-consulting.com | 716.445.4518)
Nancy Cox, CPA—Principal, The Bonadio Group (ncox@bonadio.com | 716.580.1601)
John Godsoe—Member, Bond, Schoeneck & King (jgodsoe@bsk.com | 716.416.7020)