Thursday, April 27, 2017

"Avoiding Litigation and Fiduciary Pitfalls"

Fiduciaries of defined contribution retirement plans are under closer scrutiny than ever before.  Plan participants are filing lawsuits,  and a number of organizations, have recently appeared in the headlines as defendants in class action lawsuits relative to their retirement plans. Lawyers on behalf of retirement plan participants are now setting their sights on non-profit institutions. This is a wake-up call to all non-profit organizations to make sure their retirement plan fiduciary oversight is robust and compliant.

Join us on May 3rd at the 30th Annual FMA Conference where Retirement Advisory experts John Jezsu and Peter Margiotta will present "Avoiding Litigation and Fiduciary Pitfalls." The presentation includes an overview of ERISA and DOL requirements for plan fiduciaries, retirement plan litigation, the risk to the healthcare and not-for-profit industries, preventative measures to avoid litigation, and what the future may hold.

Monday, April 24, 2017

Upcoming Webinar:

Pension Plan Cost Reduction and De-Risking Strategies

Did you know that your PBGC* per-head cost will have increased 130% between 2012 and 2019?

And your PBGC variable rate will have increased by 390%!

This one-hour, free webinar is a must for healthcare finance executives who are interested in paying less to run pension plans. Join us on May 24 at 11 a.m. to learn more about:
  • how to decrease costs and save money; 
  • pension de-risking concerns and solutions; 
  • pension risk transfer steps available to plan sponsors; and 
  • why plan sponsors should consider acting now to take advantage of these strategies.


Peter Margiotta
Vice President, Business Development
HANYS Benefit Services

Michael E. Devlin 
BCG Pension Risk Consultants

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