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PLAN AMENDMENTS AND THE DUTY TO MONITOR
As with any plan governed by the reticulated rules of ERISA, ESOP-owned organizations face stringent requirements around effecting plan amendments and diligence to fiduciary duties. The gravity of these rules comes into focus when examining the economic fallout associated with the global pandemic, along with its correlation to an anticipated uptick in litigation brought by plan participants and government regulators. This session will review responsibilities under ERISA and provide context for maintaining of a culture of compliance, including:

• Overview of standards (settlor function, business interests versus plan interests)
• Section 204(g)
• The ESOP exception
• Interim valuations and changes to distributions
• Fiduciary issues, including monitoring of the Trustee and other fiduciaries

May 14, 2020 02:00 PM in Eastern Time (US and Canada)

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