Retirement plan management compliance can be intimidating and confusing! We know handling Fiduciary responsibilities isn't your only job - and sometimes service providers aren’t able to offer you the customized attention and expertise you need. That’s why we created our ERISA Smart Office Hours & Consulting Sessions with David Donaldson.
David's expertise is unmatched as a former DOL Investigator and expert witness regarding retirement plan management, compliance, and ERISA. These two-hour sessions have helped plan sponsors of all sizes across the nation save money, stay out of trouble, and get the confidence they need.
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Frequently Asked Questions
David Donaldson serves as the President and CEO of ERISA Smart. Previously he was a Senior Investigator for the U.S. Department of Labor where his responsibilities included conducting and coordinating investigations of major inter-jurisdictional or national employee benefit plans, service providers, investment advisors, investment managers and trust departments. In addition, David was responsible for developing and presenting training for other investigators regarding plan investments, investment advisors and conflicts of interest.
David is a frequent speaker at national events on ERISA and retirement plan best practices. He also is an expert witness and was recognized as one of the top 100 most influential people in defined contribution. David’s experiences and 17 years of working with retirement plans provide him with a unique perspective unmatched in the industry.