An Update on Retirement Plan Fee Disclosure and Fiduciary Obligations


Speaker(s) ,

Wednesday, July 25, 2012
12:30 PM-2:30 PM

Bradley Arant Boult Cummings LLP
1600 Division St. Suite 700
Nashville, TN 37203

B. David Joffe and Andrew Elbon, partners in the Nashville office, will be presenting a course entitled "An Update on Retirement Plan Fee Disclosure and Fiduciary Obligations".

This course will provide an overview and update on the Department of Labor service provider and participant fee disclosure requirements for retirement plans. It will cover who is required to provide the disclosures, what disclosures are required, when the disclosures must be provided (and reviewed), how the disclosures must be provided, and why the disclosures matter. The course will touch on fiduciary obligations including the obligation to evaluate the disclosures to avoid a prohibited transaction. The discussion will also include a review of recent reach of fiduciary duty cases and steps employers can take to limit their liability.

Registration and Networking 7:30 - 8:00 a.m.
Presentation 8:00 - 9:30 a.m.

Free for members, $35 for non-members / Guests

**This program has been awarded 1.5 Hours of General recertification credit. "The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit."