ERISA Fiduciary Roundtable for Outsourced Chief Investment Officers – May 2024

Wednesday, May 22, 2024
12:00 PM - 02:00 PM Eastern Daylight Time
11:00 AM - 01:00 PM Central Daylight Time
09:00 AM - 11:00 AM Pacific Daylight Time

As plan sponsor interest in outsourced chief investment officer (OCIO) services continues to grow, the fiduciary team at Morgan Lewis is putting together an invitation-only virtual roundtable for OCIOs (both lawyers and businesspeople) to discuss ERISA fiduciary issues and answer questions that may be of particular interest to managers serving in an OCIO role to ERISA-governed plans.

Topics will include:

  • Considerations for OCIO agreements with plan clients
  • Managing a client’s plan and nonplan assets on a side-by-side basis
  • A refresher on ERISA fiduciaries and fiduciary responsibilities
  • An update on current regulatory and ERISA litigation issues impacting OCIOs
  • The development and evolution of the pooled employer plan (PEP) marketplace and considerations and opportunities for OCIOs

We hope you will join us for a lively and interactive panel discussion of these topics and any others that may be on your mind.  

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