About This Webinar
The Employee Retirement Income Security Act (ERISA) has been the “guidebook” for retirement plan fiduciaries since 1974, and subsequent legislation has amended or added to its rules. Listen as experts discuss requirements for maintaining plan documents and operating a plan according to its terms. They also discuss what should be reported—and by what means—to participants and regulators, as well as how sponsors can ensure they adhere to the fiduciary duties of prudence and loyalty.
Presenters
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    Alison Mintzer
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    Rebecca Moore
    Managing Editor-Digital, PLANSPONSOR
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    Bradford Campbell
    Partner at Faegre Drinker
    Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S.
    Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Campbell has detailed and wide-ranging knowledge of the structure and operation of ERISA plans, and he applies that insight to client engagements.
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    W. Michael Montgomery
    Senior Vice President at OneDigital,
    Michael Montgomery has over four decades of experience in the retirement plan field, founding Montgomery Retirement Plan Advisors in 2004 after achieving success as a pension specialist or regional manager for several leading retirement plan recordkeepers. In 2014 he co-founded Fidelis Fiduciary Management to offer interactive ERISA 3(38) fiduciary services that support other financial advisors
    Mike believes in making a positive contribution to industry best practices and has been a frequent writer and conference speaker on fiduciary issues. He and his team have been recognized by NAPA, Fi360, Financial Times, PlanAdviser, and 401kWire for their commitment to retirement plan best practices and thought leadership.
    His firm became one of the earlier advisory firms to be CEFEX certified by the Centre for Fiduciary Excellence as a fiduciary advisor to defined contribution plans, including specific certification for ERISA 3(38) services and non-ERISA fiduciary practices for governmental entities.
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