The inspiration for this episode came from a request for proposal in received recently from a company in my day job as a workplace retirement plan consultant  After giving it a quick read through, my initial reaction was wow, this company is in a fiduciary defensive shell.  Their entire focus was on managing and limiting their fiduciary liability.  I guess if you only focus on the lawsuits and fiduciary messaging I an understand their positioning. 

 

S0, that got me thinking, should workplace retirement plan fiduciaries be thinking defensively or offensively when making plan decisions?  To bring some perspective to the conversation I was excited to have Jaime Fleckner, a Partner and Chair of the ERISA Litigation Practice at Goodwin Proctor.  I won’t steal Jaime’s thunder but I will tell you that if you’re looking for some fresh thoughts on the current retirement plan fiduciary state of affairs he does not disappoint. 

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Sincerely Your Host, 

Rick Unser