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Advanced 401(k) Topics
Appleton, WI - 11/5/2019 - 11/5/2019


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.