ERISA Fiduciary Developments

Boston Bar Association
June 2, 2015 (3:30 p.m. - 6:30 p.m.)

Amy E. Sheridan was a co-chair and David A. Guadagnoli was a speaker at the Boston Bar Association's program on "ERISA Fiduciary Developments" on June 2, 2015.

The first panel featured a discussion of the Department of Labor's recently re-proposed regulations defining fiduciary advice. Topics included how the regulations, if finalized in their current form, will impact your clients and the retirement and investment advisor industry.

The second panel focused on real-world developments related to fee disclosure, focusing on recent audit initiatives, an update on the latest litigation involving plan fees and a discussion of how retirement plan fee structures have evolved.

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