Fiduciary Update

Thursday, June 17
12:00 p.m. ET

This webinar will provide an overview of recent guidance impacting fiduciaries overseeing ERISA plan including:


• Fiduciary duties relating to data security (cybersecurity)
• ESG investing
• Proxy voting
• New fiduciary advice exemption (DOL PTE 2020-02)
• Managing uncashed checks and lost participants
• Use of settlement proceeds


The webinar will discuss these developments and highlight various procedure changes and vendor contracting issues that plan fiduciaries should consider in response to these developments.
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Christine Poth

Vorys
Partner

Christine is a partner in the Vorys Columbus office and a member of the labor and employment group. Her practice focuses on employee benefits and related tax matters. She has experience in the design, implementation and administration of qualified retirement plans, health and welfare plans, insurance benefits, fringe benefits, deferred compensation, and incentive bonus programs. She has significant experience in working with the Internal Revenue Service (IRS) and Department of Labor (DOL) on compliance issues.

Dunsizer_J_web

Jen Dunsizer

Vorys
Partner

Jen is a partner in the Vorys Columbus office and a member of the labor and employment group. Her practice focuses on employee benefits and executive compensation plans. As former Managing Corporate Counsel for a large, publicly traded employer, Jen has extensive experience in the design, implementation and administration of retirement plans, deferred compensation, health and welfare plans, insurance benefits, short- and long-term cash and equity-based incentive plans, and early retirement programs; public company disclosure obligations and merger and acquisition activity.

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