The Governance Gap
A Live Fiduciary Governance Training for Plan Sponsors and Executives
Join LoVasco’s Retirement Plan Consulting team for a live fiduciary governance training designed specifically for plan sponsors, CFOs, HR leaders, executives, and retirement plan committee members: Monday, June 29th at 11:00 a.m. Eastern.
Your retirement plan may have an advisor, a recordkeeper, quarterly reports, and regular meetings. But does it have true governance?
This live training is designed to help plan sponsors better understand their fiduciary responsibilities under ERISA, identify common governance gaps, and build a more prudent,
defensible oversight process.
We invite you to register today, even if you can’t attend live, as anyone who registers will receive:
- a link to the video replay
- the presentation slides and supporting resources
- access to LoVasco’s fiduciary governance assessment tools and frameworks
- additional educational materials referenced
Featured Speakers
What You’ll Learn:
The exact duties you carry as a plan sponsor
Most people in your seat have never had anyone explain fiduciary responsibility clearly—and the confusion creates unnecessary risk for both employers and employees.
The most common fiduciary governance failures
Learn the oversight and documentation gaps regulators and auditors see most often—and how to determine whether they exist inside your own plan.
How to evaluate whether your advisors are truly acting in your employees’ best interests
Understand the difference between fiduciary governance and vendor activity, and how conflicts of interest can quietly shape plan decisions.
What ERISA actually requires—in plain English
Move beyond legal jargon and understand what prudent governance really looks like in practice.
A practical framework for benchmarking your plan
Learn how to evaluate fees, investments, service providers, and governance processes against what “good” actually looks like.
The difference between a protected fiduciary and an exposed one
Understand the specific actions, structures, and documentation practices that help demonstrate prudence and reduce fiduciary risk.
Why This Matters Now
Most Plan Sponsors Think They’re Covered. Many Aren’t.
One of the most common assumptions in retirement plans is:
“We have an advisor. We’re covered.”
But regulators don’t evaluate fiduciaries based on assumptions. They evaluate process, oversight, and documentation.
And if a fiduciary breach or lawsuit ever occurs, the question becomes:
Can you demonstrate a prudent, documented decision-making process?
For many organizations, that answer is unclear—not because they acted irresponsibly, but because nobody ever taught them what governance actually requires.
This session is designed to change that.
Who Should Attend
This session is especially valuable for:
- CFOs
- Business owners
- HR leaders
- Retirement plan committee members
- Named fiduciaries
- Anyone responsible for retirement plan oversight and governance
What You'll Receive
Registering Gets You More Than Just the Live Session
Even if you can’t attend live, be sure to register and you will receive:
“Most plan sponsors aren’t intentionally neglecting their fiduciary responsibilities. They simply haven’t been shown what governance-grade oversight actually looks like. This training is designed to provide that clarity.”
– Mike Iley, COO, LoVasco Group
Never miss an update or announcement about this upcoming live briefing by signing up below:
As we prepare for our session, are you curious to take a quick assessment to see where your current retirement plan stacks up against best practices? Start your free checkup.
- It takes just 3 minutes.
- It's completely free.
- Receive customized results instantly.
