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Smart Retirement Plan Management Through the Eyes of a Former DOL Senior Investigator

Webinar on February 8, 2018 @1:00pm CT

Most plan sponsors and fiduciaries to ERISA covered retirement plans feel they have mitigated their risk by employing service providers. But in reality, although these service providers take on directed functions of the plan it is ultimately the plan sponsor or fiduciary who is responsible to ensure these functions are being completed. 

Our guest speaker for this webinar is a former Senior Investigator for the U.S. Department of Labor's Employee Benefit Security Administration.

This webinar will not be recorded so if you have interest in this topic matter be sure to attend the live event!

A few of the topics to be covered include:

  • Potential liabilities
  • Top 3 most common ERISA violations
  • How Employers can protect themselves

Attendees will be eligible to earn 1 Professional Development Credit with SHRM.

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David Donaldson

President and CEO of ERISA Smart 

David was previously a Senior Investigator for the U.S. Department of Labor’s Employee Benefit Security Administration where his responsibilities included conducting, and coordinating investigations of major inter-jurisdictional or national employee benefit plans, service providers, Investment Advisors, Investment Managers and trust departments. In addition, David was responsible for developing and presenting training for other investigators on investigating investments, investment advisors and conflicts of interest.  Prior to his work at the DOL, David worked for some of Wall Streets largest firms managing retirement plans, providing fiduciary guidance, and investment management services. David’s experiences and 15 years of working with retirement plans gives him a unique expertise in the industry.

Questions? Email info@GoCGO.com