Date: Wednesday, November 6, 2024
Time: Noon – 2:00 p.m. ET
Location: Verizon/VIMCO Offices, 25 Mountainview Blvd., Basking Ridge, NJ
Contact: To RSVP, contact Elise Hoffer, 513.352.6748, Elise.Hoffer@ThompsonHine.com
Join us for this complimentary ERISA Fiduciary Duties and Compliance Best Practices training course. This program will focus on the key elements that employers need to know in order to avoid potential fiduciary liability under Employee Retirement Income Security Act (ERISA). It will cover who is a fiduciary, the responsibilities of fiduciaries and how to implement safeguards to reduce the potential for ERISA liability. We plan to discuss ERISA fiduciary duty overview, cybersecurity developments, SECURE Act guidance expected and a group discussion on fiduciary best practices.
In this presentation, our speakers will provide a comprehensive overview of the fundamentals as well as recent developments with respect to DOL’s ERISA Fiduciary Rules and 401(K) case studies.
Key Topics:
- ERISA fiduciary duty overview
- Fiduciary review structure and best practices
- Cybersecurity Developments
- Investment duties
- SECURE Act guidance expected
- Current Trends in 401(k) plan fee litigation
- ERISA Litigation Landscape
- Current 401(k) litigation highlights
- Case examples
- Defined benefit pension plan actuarial assumptions
Presenters:
- Timothy R. Brown, Partner, Thompson Hine
- Brian J. Lamb, Partner, Thompson Hine
- Brian L. Gaj, Senior Counsel, Thompson Hine
CLE
CLE credit is pending.
Once attendees complete attendance verification by signing in and out of the program, an email will be sent from the ABA containing a link for indicating the specific state(s) where credit is needed. Subsequently, the ABA will issue certificates and report credit once approved.