Taft-Hartley Retirement Plans:
What 2024 Tells Us To Watch Out For In 2025

In this in-person and virtual seminar, John Westerhaus, Jason Kotlyarov and Aaron Schuster from Kutak Rock’s Employee Benefits Group will provide information tailored to Taft-Hartley Plan fiduciaries, service providers, and support personnel, to help you ensure you are satisfying fiduciary duties and staying ahead of the game regarding areas of fiduciary risk in 2025.

We will provide insight on how a fulsome governance process can assist in protecting you and your plan(s) from lawsuits, and how Kutak Rock’s process, people, and resources can help you achieve your fiduciary goals.

We encourage you to share this invitation with other members of your organization.

Zoom registration is available here.

Preliminary Agenda

How to protect you and your retirement plan:

• Fiduciary Duties Crash Course
• Retirement Plan Litigation
• Imprudent investments
• Meaningful benchmarks
• Actuarial equivalence
• Prohibited Transactions
• ESG
• Hot issues - SECURE 2.0, Overpayments, Forfeitures
• Best Practices

This seminar will include valuable insights and networking opportunities for Taft-Hartley Plan fiduciaries (trustees), service providers, and support personnel looking to deepen their understanding of fiduciary duties and potential risk. This event will be a “lunch and learn” for in-person attendees.

Seeking CPE, SHRM, and CLE credit for the program.