The Department of Labor’s Employee Benefits Security Administration (EBSA) recovered nearly $1.4 billion in 2024, with 71% of plan investigations resulting in corrective action. With a change in administration, enforcement priorities will change, but scrutiny of ERISA plans will continue.
Combined with recent litigation trends, updated guidance on cryptocurrency and forfeitures, and a potential shift in priorities under new leadership, advisors must be prepared to guide plan decisionmakers through an increasingly complex fiduciary landscape.
Join us for a timely session with Jason Levy, Senior Counsel at our affiliate Great Gray Trust Company, as we review key takeaways from 2024 enforcement activity, highlight evolving fiduciary standards, and explore what may lie ahead for 2026. You’ll gain practical insights to support your clients and help them stay compliant in a shifting environment. Great Gray Trust Company, LLC (“Great Gray”) serves as trustee and provides administrative services for collective investment trust funds (“Great Gray CITs”) that are scored by RPAG. Great Gray and RPAG are wholly owned by Great Gray Group, LLC (“Great Gray Group”). Great Gray has a commercial relationship with RPAG that does not involve the evaluation and scoring of Great Gray CITs.
Wednesday, August 13 at 10 a.m. PT/ 1 p.m. ET
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Jason serves as a key advisor for trust and administrative services at Great Gray Trust Company, focusing on collective investment trust (CIT) eligibility and investment-related matters. He plays a critical role in preparing and negotiating agreements that connect Great Gray with participating plans, subadvisors, and various service providers. Before joining Great Gray, Jason spent 13 years at Covington & Burling LLP, where he built a robust employee benefits practice, specializing in ERISA investing and policy issues. With a deep commitment to retirement policy, he has a proven track record of driving legislative and policy changes aimed at enhancing retirement outcomes for employees and retirees. Jason holds a JD from Columbia University and a BA from University of Pennsylvania. He serves on the Pension Rights Center Board of Directors and is a recognized thought leader, frequently speaking at industry events and contributing to discussions shaping the future of retirement planning. |
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