So, you’re an overworked CPA, CFO, HR Director or other “C” level executive and you are a member of the retirement plan investment committee… which means you are also an ERISA trustee. Few ERISA trustees signed up for this area of responsibility, and few have the training or time to become experts in the complex world of plan governance best practices. This lack of experience represents a risk to the plan sponsor, the participants and the trustees as well.
This course will help ERISA trustees to save time, reduce their personal risk, and fulfill their duties of care. A governance process will be presented which meets each of a trustee’s duties of care under the Employee Retirement Income Security Act (ERISA).
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Understand the 6 central duties of care of an ERISA trustee: 1. Duty of Loyalty 2. Duty to Incur Reasonable Expenses 3. Duty of Prudence (Monitoring Agents’ Activities) 4. Duty to Diversify 5. Duty to Evaluate Risk 6. Duty to Follow Plan Terms
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Establish a framework for the development and curation of a governance process that demonstrates the plan trustees have acted with care, skill, prudence, and diligence.
Josh Yager
Anodos Advisors
Principal
josh@anodosadvisors.com
8058991245
Josh Yager is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. He lectures extensively on the policies and procedures for conducting investment manager audits to CPAs, attorneys, and professional fiduciaries throughout the country. Josh is Managing Partner at Anodos Advisors and a licensed attorney. Prior to founding Anodos in 2005, Josh worked for fifteen years as an investment advisor with Mercer Advisors. Josh likes to read books about dead presidents.
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