2011 IRA Roundtable for Financial Institutions

Our Employee Benefits Fiduciary Team will be hosting an in-depth roundtable discussion for operations, legal, and senior management personnel on strategic IRA issues and future developments affecting IRA sponsors, custodians, and other service providers.

Topics to be discussed:

• Day-to-day administration, including tax reporting, complex beneficiary designations, powers of attorney, inherited IRAs, and required minimum distributions
• Prohibited transactions, exemptions, and corrections
• Alternative investments, sweeps, and other advisory products
• IRS nonbank custodian approvals and audits
• Update on changes to the definition of "fiduciary"

Presenters

• I. Lee Falk
• Daniel Kleinman
• Vivian McCardell
• Donald Myers
• Marianne Yudes

When:
Wednesday, December 7, 2011
9:00–9:30 am
Registration and breakfast

9:30 am–3:00 pm
Presentation and lunch

Where:
Morgan Lewis
101 Park Avenue
New York, NY 10178

To register, please contact Olive To at
oto@morganlewis.com or 215.963.5116.

Space is limited. CLE credit in PA and NY is currently pending approval.