Employee Benefits and Executive Compensation partner Julie Stapel and Tax associate Richard LaFalce will present at the 2015 Joint Fall CLE Meeting.
Thinking About Converting to a RIC? Important Considerations
Richard LaFalce \\ September 18, 2015 \\ 9:30 - 10:30 AM
This panel will address the tax and other legal and operational complexities faced by different types of private investment funds, including those structured as group trusts, common trust funds and partnerships, when deciding to convert to a RIC.
Nobody Wants to Be a Fiduciary: Mitigating Plan Sponsor’s Executives’ Fiduciary Liability
Julie Stapel \\ September 18, 2015 \\ 12:00 - 12:45 PM
This panel will discuss how a plan sponsor should appoint its fiduciaries, including whether a committee should be used and whether outside advisors should be engaged. In addition, the panel will explore methods for limiting fiduciary liability, and various attorney/client privilege issues faced by plan fiduciaries.