401(k) Plan Governance Webinar
.gif)
Pension Governance, LLC is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 1.5 PD credit hours as granted by CFA Institute.
06/04/2007 : 12:00 pm to 1:15 pm EST
Description:
Join us for a lively discussion about 401(k) investment fiduciary issues in the aftermath of the Pension Protection Act of 2006, emphasizing economic and operational issues.
Who Should Attend:
Money managers, plan sponsors, plan administrators, custodians, pension consultants, pension attorneys or board members with responsibilities for selection of investment fiduciary advisors
Learning Points:
Persons who attend this 75-minute webinar will learn the following:
- Description of fiduciary duties under ERISA
- Discussion of procedural prudence as relates to 401(k) plan selection of fiduciary advisors
- Overview of safe harbor and selection of fiduciary advisor pursuant to the Pension Protection Act of 2006
- Litigation trends in the area of investment fiduciary breach as relates to plan sponsors and service providers such as consultants
- Fiduciary investment process for assessing 401(k) provider fees
- Role of fiduciary advisor in providing financial education
- Governance considerations with respect to selection of default investment
- Structural changes in money management industry in response to material shift away from defined benefit plans
- Fiduciary advisor “red flag” practices such as soft dollar questions, revenue-sharing, limited disclosure
- Dr. Susan M. Mangiero, AIFA, AVA, CFA, FRM - Moderator (Pension Governance, LLC)
- Mr. Blaine F. Aikin, AIF®, CFA, CFP® - Speaker (Fiduciary36)
- Mr. David J. Bauer - Speaker (Casey, Quirk & Associates LLC)
- Mr. David Vriesenga - Speaker (Centre for Fiduciary Excellence, LLC)
E-mail: PG-Webinars@pensiongovernance.com
Click here to register.
