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Jodi Epstein Speaks on Avoiding Liability for Plan Sponsors at Pensions & Investments Conference


IPB Benefits partner Jodi Epstein hosted a panel at the Pensions & Investments Defined Contribution Spring Virtual Series on March 9th entitled, "Rules of the Road: Guarding Against Potential Liability." Panelists Bernard Lipman of HelloFresh, David Pilson of eBay, and Susan M. Szafranski of PSEG discussed questions such as:

  • The role of record-keepers and sponsors in educating participants about investment options? 
  • How to protect yourself and the sponsor against liability?
  • How to reduce the number of lost participants, unresponsive participants, and returned checks?

The panel's discussion was followed by an interactive Q&A period with the virtual audience.

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