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Attorney Services With Respect To Plan Investment Advisor and Recordkeeping Agreements: Contract Review and Beyond the Traditional Attorney Role

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: February 20, 2014
SPONSORS: The Sections of Business Law; Health Law; Labor and Employment Law; Real Property, Trust and Estate Law; Taxation; Tort Trial and Insurance Practice; and the American College of Employee Benefits Counsel

Program Information

Untitled Document

A 90-minute Webinar
NEW DATE FEBRUARY 20, 2014

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 CLE PROCEDURE:
"Each registrant must log in to the webinar individually to receive CLE credit."



Moderator:
Robert Miller, Calfee, Halter & Griswold LLP, Cleveland, OH

Speakers:

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.

   
Attorney Services With Respect To Plan Investment Advisor and Recordkeeping Agreements
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