Symposium Speaker Bio – David Donaldson

David Donaldson

Former DOL Senior Investigator
President & CEO, ERISA Smart


David Donaldson serves as the President and CEO of ERISA Smart. Previously he was a Senior Investigator for the U.S. Department of Labor's Employee Benefit Security Administration 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. Prior to his work at the DOL, David worked for some of Wall Street's largest firms managing retirement plans, providing fiduciary guidance, and investment management services. 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 21 years of working with retirement plans provide him with a unique perspective unmatched in the industry.


Plan Management, "Through the Eyes of a Former DOL Investigator"

Wednesday, March 10th

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