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Form 5500 Workshop (1-day program)
Portland, OR - 5/30/2019 - 5/30/2019

Speakers

David Schultz, J.D.
David is an attorney and educator with FIS Relius. David has a diverse background that reflects both technical knowledge and practical experience. In his more than 20 years as part of the retirement plan community, David has served as a TPA, recordkeeper, ERISA attorney, investment professional, fiduciary consultant, and educator. David is the past chair of the ASPPA Government Affairs Committee’s 401(k) Subcommittee and Administrative Relations Committee and has been active in working with the IRS, DOL, and Congress to continue to improve America’s private retirement system. In addition to hosting live and web seminars for Relius Education, David is a frequent speaker at industry conferences, ASPPA ABC meetings, and Relius User Groups on a wide-range of topics and is well-regarded for injecting wit and humor into practical examples to break-down complex topics.