Conferences and Speeches

2011 IRA Roundtable for Financial Institutions

Wednesday, December 7, 2011
09:00 AM - 03:00 PM ET

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"


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

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

Morgan Lewis
101 Park Avenue
New York, NY 10178

To register, please contact Olive To at or 215.963.5116.

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