The Hidden Risk & Opportunity Within Your Retirement Plan: Latest Trends in Fiduciary Liability

Retirement plan trustees’ personal assets could be exposed if there are any breaches in responsibilities, obligations, or duties. Fiduciary Liability claims are on the rise and the retirement plan industry has been completely overhauled in recent years.

We’ll answer questions such as:

• What are the latest trends in Fiduciary Liability?
• Where are most of the Fiduciary Liability allegations coming from and how do I prevent them from happening to me?
• How can a trustee protect their personal assets?
• How can Fiduciary Liability risk be reduced?
• How do I know if my plan is functioning as well as it should be for my employees?

Aaron Turner / Practice Group Leader – Management Liability / The Horton Group / Bio

Aaron Turner is a Practice Group Leader in Management Liability for Horton’s Risk Advisory Solutions Division. In this role, he is responsible for leading the Management Liability Practice Group while supporting Horton clients with comprehensive, cost-effective, and innovative solutions to meet their most complex, risk-related challenges and opportunities. 

Philip Steele / Partner / Cerity Partners, LLC. / Bio

 Philip is a Partner with over thirty years of experience in retirement and financial services, and is widely considered a pioneer in the development of using financial planning skills and techniques in corporate plans. These methods, coupled with a “true” independent design platform, results in plan participants receiving actual education as opposed to simple enrollment.

Tony Hopkins, CPCU, CIC, CRM / Welding & Gas Practice Leader, Shareholder / Bio

Tony Hopkins is Welding & Gas Practice Leader for The Horton Group.  Tony’s role as Practice Leader includes developing benchmarking and analytical tools, coverages designed for the industry, safety programs, contract management, and carrier relations.  Tony actively manages many clients in the industry where he’s able to learn what’s needed and what distributors are looking for to help their business.  Tony also sits on the GAWDA Safety Committee and has been a speaker at GAWDA, IWDC, and AIWD.