Content
7 modules
Instructor
CODE
Description
In this course, Jana Steele, a senior defined contribution consultant at Callan, provides an in-depth overview of the legislative and regulatory framework for Defined Contribution (DC) plans. You will learn about the evolution of DC plan regulations, fiduciary responsibilities, and the impact of litigation on plan administration. The course covers:
- The introduction of ERISA in 1974, the Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001, the Pension Protection Act of 2006, and the CARES Act of 2020.
- Secure 2.0, passed in 2022, is highlighted for its focus on enhanced employee financial health and retirement savings.
- Fund selection, administrative fees, target date funds, and managed account services, culminating in the importance of adhering to prudent processes to mitigate litigation risks.
1.
Legal & Regulatory Introduction: History of ERISA
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2.
Evolving Pension Legislation - PPA, CARES and Secure 2.0
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3.
Knowledge Check 1: Legal & Regulatory
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4.
DC Plan Litigation Trends
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5.
Navigating Legal Risks in Plan Management
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6.
Legal Considerations for Target Date Funds
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7.
Knowledge Check 2: Legal & Regulatory
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