Employee benefit plans: Fiduciary update – providing clarity in uncertain times

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This webinar will focus on helping companies successfully manage their ERISA fiduciary responsibility in these times of uncertainty. Employee benefit plan specialists will discuss:

  • Update on the status of the fiduciary rule
  • 401(k) plan fee litigation – what plan sponsors can do to limit their liability
  • Potential compliance and financial statement risk focusing on mergers, acquisitions and spin-offs
  • Practical guidance for risk mitigation
  • Economic & market update
  • Legislative update

This presentation is geared toward plan administrators, HR directors, and others responsible for proper benefit plan administration.

Presenters:

Rose Ann Abraham, CPA,
Partner – Baker Tilly

Rose Ann Abraham, a partner with Baker Tilly Virchow Krause, LLP, joined the firm in 2006. She has worked in public accounting since 2001. She specializes in employee benefit plan audits and manages the Chicago region’s employee benefit plan audit practice. She is also an active member of the Illinois CPA society’s Employee Benefit Plan Committee and Conference task force, and frequently speaks at industry conferences.

Howard Levine
Partner – Drinker Biddle & Reath LLP

Howard J. Levine counsels clients on a wide range of employee benefits and executive compensation matters. He currently serves as co-chair of the firm's ESOP Transactions Team and is a former chair (2007–2015) of the Employee Benefits and Executive Compensation Practice. Howard concentrates his practice on pension; profit sharing and 401(k) plans; employee stock ownership plans (ESOPs); executive employment and severance agreements, nonqualified deferred compensation arrangements; equity compensation plans and ERISA governance and fiduciary matters.

Fred Rutler
Vice President & Partner – Lockton Investment Advisors

Fred is responsible for the overall delivery of retirement plan and investment consulting services to Lockton’s clients. He works closely with his for-profit and non-profit clients to ensure that their retirement plan strategy is aligned with their organizational goals. With nearly 20 years of experience in the retirement plan industry, Fred specializes in identifying, managing and mitigating ERISA related risk in qualified retirement plans. Fred joined Lockton in 2015 to put this experience to work for his clients.

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