Building a Lasting Fiduciary Framework

Join Robert Gower, Esq., ERISA Retirement & Fiduciary Attorney with Trucker Huss:

This presentation would provide an overview and set of resources on the core principles of fiduciary responsibility and governance in the context of employee benefit plans. It would outline the fundamental duties of prudence and loyalty, and clarify when those duties must be applied.  The presentation would also address key components of effective governance as a means of demonstrating adherence to fiduciary responsibility, including the establishment of clear roles and responsibilities, prudent selection and monitoring of service providers, and the implementation of consistent oversight processes. It underscores that strong fiduciary governance not only supports compliance with legal requirements but also mitigates risk, enhances plan performance, and promotes better outcomes for participants.

About the Speaker

Robert concentrates his practice in fiduciary responsibility as well as tax-qualified, retirement plan design, compliance, and administration. He routinely works with, plan sponsors and…