Shareholder Steve Gerlach will be a featured speaker at the 2025 ESOP & 401(k) Plan Sponsor Summit, hosted by Lebel & Harriman, on July 30 at the Woodlands Club in Falmouth, ME.
Steve will present “Plan Governance & Fiduciary Considerations,” a deep dive into the foundational elements of strong plan governance. His session will cover best practices for committee structures and meetings, the role of investment policy statements, and effective risk mitigation strategies under the Employee Retirement Income Security Act (ERISA), an essential guidance for anyone involved in managing employee benefit plans.
This summit brings together plan sponsors and industry professionals for a day of learning, conversation, and connection around employee ownership and retirement plan strategy. We’re proud to support Steve as he shares his insight on this important topic.
Learn more and register: ESOP & 401(k) Summit for Plan Sponsors Tickets, Wed, Jul 30, 2025 at 11:00 AM | Eventbrite