A Fiduciary's Odyssey: Annual Retirement Plans Webinar

Faegre Drinker partners Mona Ghude and Kathleen Adams, co-leaders of our retirement plan group, will guide your odyssey through three sessions equipping you to confront the monsters, outmaneuver the sirens, and see through the lotus eaters' promises — before they cost you.

Session 1: Between Scylla, Charybdis, & Other Monsters: A Fiduciary's Odyssey Through Safe Harbors & New Horizons

Every odyssey has its monsters — and today's retirement plan fiduciaries face no shortage of them. In this session, Faegre Drinker partners Brad Campbell, Megan Hladilek and Mark Rosenfeld chart a course through some of the most consequential developments on the horizon, including the DOL's investment safe harbor guidance, the growing role of alternative investments, the expanding landscape of lifetime income products, and the emergence of long-term care products in plan design. Partner Nolan Tully will join us for the long-term care discussion. Whether you're navigating familiar waters or venturing into uncharted territory, this session will equip you with the practical knowledge to steer your plan safely through.

Session 2: Steering Past Sirens in the Fiduciary Litigation Landscape

The sirens of ERISA litigation are calling — and fiduciaries who aren't prepared risk being drawn off course. In this session, ERISA litigators Allison Egan and Emily Kile Maxwell will provide a field-level view of the latest trends and case law developments shaping the ERISA litigation landscape for retirement plans. We'll navigate the new course plaintiff attorneys are charting, examine how the courts are interpreting the landscape, and provide practical guidance to help strengthen your fiduciary roadmap. Whether you're a plan sponsor, fiduciary, or adviser, you'll leave with actionable strategies to help avoid unnecessary liabilities, steer clear of costly detours, and keep your plan on course toward its destination.

Session 3: The Lotus Eaters' Promise: Navigating AI's Allure in ERISA Plan Governance

The lotus eaters offered an irresistible promise of ease — and AI tools present a strikingly similar temptation for plan administration and governance. As these technologies become increasingly prevalent, ERISA fiduciaries face critical questions about prudence, privilege, and data security. Partners Page Fleeger and Mona Ghude will examine how plan sponsors can evaluate and adopt AI responsibly, with particular attention to the risks and best practices surrounding AI notetaking at committee meetings. We will offer practical recommendations for developing an AI governance framework that satisfies fiduciary obligations while embracing innovation.

Time

All times in Eastern time

1:00 PM | Welcome & Session 1
Between Scylla, Charybdis, & Other Monsters: A Fiduciary's Odyssey Through Safe Harbors & New Horizons
2:15 PM | Session 2
Steering Past Sirens in the Fiduciary Litigation Landscape
3:25 PM | Session 3
The Lotus Eaters' Promise: Navigating AI's Allure in ERISA Plan Governance

Have a scheduling conflict? Register for the live event and we’ll send you the on-demand recording shortly after the broadcast date. Please note, continuing education credit is not available for on-demand viewing.

Tell Me More

For more details on this webinar, including all sessions and speakers, please visit the event website.

Continuing Education Credit

Visit the event website for information on available continuing education credit.

Questions

For general event questions or to request access to the on-demand recording after registration has closed, please contact LaQuita Cassell or call +1 317 237 1359.