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.