Last week attorney Kelly Kuglitsch was a panelist for a presentation entitled “Fiduciary Fundamentals: The Growing Need for Fiduciary in a Corporate Sponsored Retirement Plan” at the WI SHRM State Conference in Wisconsin Dells. Kelly shared insights on what can happen when retirement plan fiduciary fundamentals are overlooked or misunderstood. She also described real life examples of common fiduciary errors, as well as the resolution and correction options that should be considered once failures have occurred.
Kelly is a member of the firm’s employment law practice group with a focus on benefits and compensation. She provides employers, plan administrators, retirement and health plan fiduciaries, and related service providers with expert analysis and strategies for dealing with the ever-changing and complex standards of ERISA, the Internal Revenue Code, HIPAA, COBRA, the Affordable Care Act (ACA), and related laws. Her goal with respect to tax-qualified retirement plans, executive compensation, and health and welfare plans, is to help employers meet their human resources, compensation, and benefits objectives while minimizing exposure to penalties, excise taxes, arising from actual or alleged noncompliance.
If you would like more information on any of these topics you can contact Kelly at 414-276-5000 or Kelly.Kuglitsch@wilaw.com.