Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

How to Lower Your Litigation Risk on ERISA Plans

  • 6/9/16
  • Webinar
  • Hosting and speaking

Class-action lawsuit: words your institution, most likely, never wants to hear. Yet, in recent years, class-action lawsuits related to plan fiduciaries are becoming more frequent. Why? Plan participants do not feel that their plan fiduciaries conducted proper due diligence on their investments or recordkeeping platform.

Mark Griffin and Kris Tveit presented "How to Lower Litigation Risk in ERISA Plans" to a higher education audience on June 9, 2016.

At the end of this session, participants were able to:

  • Discuss best practices for avoiding litigation
  • Recognize areas for risk
  • Determine how your institution can reduce fiduciary exposure

Mindy Duncan

Event materials