A 90-minute Webinar
1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00-11:30 am PT
NEW DATE FEBRUARY 20, 2014
NEW CLE PROCEDURE:
"Each registrant must log in to the webinar individually to receive CLE credit."
Robert Miller, Calfee, Halter & Griswold LLP, Cleveland, OH
Frank Palmieri, Palmieri & Eisenberg, Princeton, NJ
Fritz Richter, III, Bass, Berry & Sims PLC, Nashville, TN
Peggy Whitmore, 401(k) Advisors, Inc., Port Washington, NY
This presentation will consider the issues often addressed in the legal review of recordkeepers, investment advisors and other service provider contracts. The Panel will also discuss the traditional and nontraditional roles attorneys may play in helping clients consider investment services, fees and alternatives. Practical steps attorneys may take to assist plan administrators with Requests for Proposals, fee reviews and disclosures, and to work with and select recordkeepers and Registered Investment Advisors will be discussed.