Groom hosted our annual Fiduciary Bootcamp on Wednesday, September 6, 2023 from 2:00 – 4:00 p.m. ET. The program was designed to help health and retirement plan fiduciaries understand their legal duties, whether under federal or state law. 

The program covered a broad range of topics, including:

  • Prudence, loyalty, and prohibited transactions
  • Enhanced governance practices
  • Regulatory developments
  • Common and emerging health and retirement plan litigation

This virtual program is appropriate for new and experienced personnel of all types, including committee members, fund trustees, benefits and HR personnel, professional investment advisors, and independent fiduciaries. 

To request access to the recording and other program materials, please click here or below. 


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