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Strafford’s Webinar: "Retirement Plan Investment Changes: Meeting Strict ERISA Requirements Amid Increasing DOL Audits and Lawsuits"
February 19, 2015

Mark E. Bokert, Davis & Gilbert Benefits & Compensation Chair, will present during a CLE webinar titled “Retirement Plan Investment Changes: Meeting Strict ERISA Requirements Amid Increasing DOL Audits and Lawsuits -- Complying With Procedural Requirements for Investment Selection, Documentation and Notice” hosted by Strafford.

This CLE webinar will provide ERISA counsel and plan fiduciaries with a plan of action for selecting investments and making investment changes within retirement plans in an environment of increased DOL audits and lawsuits. Our experienced panelists will discuss the requirements governing selection, documentation, notice and more key issues including the following:

  • The latest developments and trends in the area of fiduciary compliance
  • Handling difficult fiduciary issues, such as employer stock and revenue sharing
  • How to deal with brokerage windows and socially responsible funds
  • ERISA requirements regarding investment selection
  • How fiduciaries should best utilize the protections afforded to them by §404(c)
  • Implementation of best documentation practices and how will they operate to protect fiduciaries during a DOL audit
  • How fiduciaries must notify those affected by investment asset changes, including the Sarbanes-Oxley blackout period rules

Davis & Gilbert has a limited number of complimentary passes. Please contact Liz Miner at lminer@dglaw.com / 646.673.8338 for more details. For more information on the program, or to register, visit the webinar website.