This was the second of our Plan Sponsor Compliance Audiocasts and the first of 2018. Heather Abrigo and Summer Conley, two of our Los Angeles partners with practices dedicated to working with plan sponsors, provided practical advice on:

  • Charters — Are they required?
  • The relationship between committees and boards of directors and their respective fiduciary responsibilities.
  • Delegation of responsibilities and authority.
  • Documentation: Plan committee meeting minutes.

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Listen to the Recording

Questions? Please contact liz.jutila dbr.com