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