Plan Sponsor Basics: Issues for 401(k) Plan Sponsors with Employer Stock Investment Funds

Tuesday, November 4, 2014
12:00 PM - 01:00 PM Eastern Standard Time

Please join us for the final installment of our 2014 Plan Sponsor Basics webinar series, which focuses on the issues that many plan sponsors face in the design and operation of their retirement plans.

This one-hour webinar will discuss important issues to consider for 401(k) plans with employer stock investment funds. Topics will include:

  • “Hard wiring” of employer stock investment funds
  • Recent case law developments
  • Dividend tax deductions that may be available for employee stock ownership plans
  • Considerations for plan fiduciaries

Tuesday, November 4, 2014
12–1 pm ET

Lisa H. Barton
Jeremy P. Blumenfeld
Julie K. Stapel

CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.

For more information, please contact Olive To at oto@morganlewis.com or +1.215.963.5116.