Fiduciary Governance Structure for ERISA Plans

Eric Altholz was asked to review this client’s fiduciary governance structure and recommend any changes needed to enhance the fiduciary compliance status of the organization with respect to ERISA plans. This project ultimately involved the preparation board and committee resolutions implementing changes to the fiduciary governance structure, the preparation of a new plan administrative committee charter and extensive education of plan fiduciaries regarding their obligations under ERISA. Since that time, this organization has become a core employee benefits and executive compensation client of the firm.