Steven Day, Partner in our Employee Benefits and Executive Compensation group, will present on a panel discussing “Managing Fiduciary Liability” on Tuesday, October 24, 2017 from 11:30am-1:30pm at Embassy Suites in Dublin, Ohio. Steve will be joined by two other panelists, Edward G. Siddell, Founder and Principal of EGSI Financial, and Jeffrey A. Harr, Partner-in-Charge of the assurance group at BHM. The panel will discuss investment selection and evaluation processes related to ERISA’s “Prudent Man” Standard, implementation and use of an Investment Policy Statement (IPS), including tracking and reporting processes, as well as tips and tools for creating fiduciary safeguards to protect plan trustees and investment committee members.
Susan M. Kurz
Chief Marketing & Client Development Officer