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Clear Law Institute Webinar “ERISA Fiduciary Responsibility: Hot Topics, Latest Trends and Confronting The Difficult Issues”
April 30, 2015

Mark E. Bokert, Davis & Gilbert Benefits & Compensation Chair, will present a webinar titled “ERISA Fiduciary Responsibility: Hot Topics, Latest Trends and Confronting The Difficult Issues.”

Session Overview
Plan fiduciaries operate within an incredibly complex and hostile environment. The rules are constantly changing. The investment products are becoming more sophisticated. DOL audits are rising. Lawsuits are plentiful. Plaintiff attorneys are espousing ever-more novel theories of liability. Plan fiduciaries face personal liability and, therefore, must acclimate to this environment. To do so, they must stay on top of current developments and legal trends. They must prepare to confront the difficult issues that inevitably arise.

In this webinar, you will learn about the hot topics, latest trends, and difficult issues that plan fiduciaries have to face, including:

  • Revenue sharing
  • Lowest cost share classes
  • PIMCO problems
  • Target date funds
  • Internal controls
  • Brokerage windows
  • Managed Accounts
  • Commingled trusts and separate accounts
  • Company stock
  • ERISA 404(c)
  • Managing fiduciary risk

Davis & Gilbert has arranged for a 50% registration discount for friends of the firm. To take advantage of the promotional rate, please use code DG50 when you register. For more information, or to register, visit the webinar website.