Retirement Plan Roundup: Recent Legal Developments & Best Practices - Session 3

Date: November 09, 2022

Time: 12:00 p.m. - 1:00 p.m. ET

Contact: Diane Weber, 513.352.6501 - Diane.Weber@ThompsonHine.com

A four-part webinar series

Please join us for our new lunchtime webinar series featuring members of our Employee Benefits & Executive Compensation team who will provide employers with the latest updates and guidance on retirement plans and related issues.

Session 3: Retirement Plan Investments (ESG/Crypto/Managed Accounts/Brokerage Windows)

In this session, Ed Redder and Dominic DeMatties explore recent developments related to retirement plan investments, including:

  • ESG considerations when selecting investments
  • Fiduciary considerations when including cryptocurrency in investments
  • Fiduciary process for selecting and monitoring managed account services and brokerage windows