Defined Contribution Plan Sponsor Roundtable

Employee benefits partners Marla Kreindler and Lisa Barton and ERISA litigation partner Melissa Hill will participate in this defined contribution (DC) plan sponsor roundtable hosted by Callan Associates.

This complimentary breakfast roundtable discussion is only open to plan sponsors, with the goal of providing a forum for you and your peers to share ideas and experiences. Our speakers will present their insights, provide recommendations for best practices, discuss industry trends, and address the broad impact of fee lawsuits.

Topics will include:

• Best practices in monitoring and evaluating plan investments and fees
• Impact of the DOL’s fiduciary regulations on plan management and administration
• Getting the most out of the investment policy statement
• Use of index funds, collective trusts, and separate accounts
• The future role of revenue sharing and proprietary funds in DC plans

Presentations will be followed by an informal roundtable discussion where plan sponsor attendees can share their insights and experiences around these issues.

This event is for plan sponsors only.

For more information or to register, please contact Kathleen Cunnie at cunnie@callan.com or +1.415.274.3029.