Our Leadership at 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 advisers, investment managers and trust departments. In addition, David was responsible for developing and presenting training for other investigators regarding plan investments, investment advisers 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 in 2013 as one of the top 100 most influential people in defined contribution. David's experiences and 20 years of working with retirement plans provide him with a unique perspective unmatched in the industry. 

True Expertise

Our Leadership

President and CEO.

Our Leadership at ERISA SMART

 

Jillian Johnston Serves as the Vice President of Administration for ERISA SMART. 

Vice President 

Administration

Vice President 

ERISA Compliance

BIO Coming Soon.

Our Leadership at ERISA SMART

 

Joel Wilde Serves as the Vice President of Compliance for ERISA SMART/In-House Council. 

BIO Coming Soon.