ERISA Fiduciary Basics: What You Need to Know

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: August 16, 2007
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Probate and Trust Law, Taxation, and Tort Trial and Insurance Practice; And the American College of Employee Benefits Counsel

General Information

A 90-minute TeleConference/Live Audio Webcast
Thursday, August 16, 2007
1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT

Moderator:
Joni L. Andrioff, Jones Day, Chicago, IL

Panelists:
Beth J. Dickstein, Sidley Austin LLP, Chicago, IL
Andrew L. Oringer, Clifford Chance US LLP, New York, NY
Steven J. Sacher, Jones Day, Washington, DC

The program will cover the following topics:

  • What Does ERISA Fiduciary Responsibility Mean?  Who Is a Fiduciary?
  • Fiduciary Rules Governing Plan Investments
  • Traps for the Unwary:  Prohibited Transactions
  • Employee Communications:  Fiduciary Implications
  • Sloppy Drafting of  Plan, Trust, and SPD = Liability for Fiduciaries and Plan Sponsors
  • Other Hard Lessons of Litigation
  • Structuring Funds and Investments to Allow for Acquisitions by Plans
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