Join us in New York City on November 4 & 5, 2008, for the day and a half, high-impact 1st Annual National ERISA Fiduciary ExecuSummit.
Topics Covered:
Listen, Learn & Discuss:
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- Developing Best Practices in Plan Governance to Reduce Fiduciary Liability Exposure.
- Understanding ERISA Principles Applicable to Plan Governance.
- Fundamental Decision Points in Developing a Plan Governance Structure.
- Best Practice Considerations in Making Critical Decisions.
- Critical Best Practice Documents - Charters and Investment Guidelines.
- Key Elements of the Plan Governance Structure that Reduce Fiduciary Liability Exposure.
- Hard To Value Assets/Target Date Funds.
- New 5500 Reporting and Disclosure Obligations and Liability for Failure to Comply.
- Key
Underwriting Considerations for Pricing Fiduciary Liability Coverage
& Key Coverage Provisions of a Fiduciary Liability Policy.
- ERISA Fiduciary Litigation Developments.
- 401(k) Fee Litigation Update.
- ERISA "Stock Drop" Litigation Trends.
- Other Noteworthy Decisions.
- Investment Fiduciary Risk in a Volatile Market.
- Recent trends in investment fiduciary litigation.
- Investment risk pain points.
- Lessons learned from major financial blowups.
- Ten investment risk tools every pension fund counsel should know.
- ERISA Claims Administration Boot Camp: Making Claims Decisions That Hold Up In Court.
- Learn about how ERISA’s fiduciary responsibility rules apply to claims and appeals investigations and decision-making.
- Learn about the core requirements that Department of Labor claims and appeals regulations provide must be satisfied in order to comply with ERISA’s reasonable claims and appeals procedures requirements.
- Learn the content that Department of Labor Regulations say must be included in explanations of benefits and other claims and appeals notifications.
- Be briefed about the Glenn decision and its potential implications for employee benefit plans and their sponsors, fiduciaries, service providers and administrators
- Explore core practices and tips that can help enhance the defensibility of claims and appeals decisions.Hone awareness and understanding of these principles, practices, and strategies by participating in group discussion of hypothetical examples of common claims and appeals related scenarios.
- Current Market Conditions for this line of Insurance Coverage.
- Cash Balance Plan Litigation - What's Been Settled & What's Up
in the Air.
- Steps on Reducing ERISA Fiduciary Liability.
