Sponsored Seminars

American Bar Association, Tax and Real Property Trust & Estates Sections, JOINT CLE MEETING

ERISA Fiduciary Process: Moving beyond a Pure Heart and Good Intentions to Rigorous Due Diligence

9/25/2009

Chicago, IL

Hyatt Regency, Chicago
10:00 a.m. - 11:30 a.m.

ERISA Fiduciary Process: Moving beyond a Pure Heart and Good Intentions to Rigorous Due Diligence

Moderator (and Panelist): Richard I. Loebl, Seyfarth Shaw LLP, New York, NY

A panel will discuss: (1) governance and process concerns for ERISA fiduciaries involving delegation from the Board of Directors and Plan Administrator to other fiduciaries or ministerial personnel, and who should be appointed to administrative and investment committees; (2) processes an ERISA fiduciary should follow when reviewing documents or determining actions to take; (3) when to use an independent fiduciary; (4) fiduciary considerations for welfare plans; (5) reviewing plan expenses and investments, including employer stock investments; and (6) monitoring investment advisors and managers post-Madoff. The Program is of special interest to in-house lawyers and those advising on governance matters.

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