Independent Fiduciary and Annuity Contracts

Wednesday, July 10, 2024
12:00 PM - 01:00 PM Eastern Daylight Time

Join us to hear from Morgan Lewis lawyers on recent developments in independent fiduciary and annuity contracts related to defined benefit plan termination activities.

Topics will include:

  • Brief fiduciary responsibilities refresher
  • Contracting considerations for independent fiduciaries
  • Contracting considerations for annuity providers
  • Confirming wind-down of service provider relationships and securing data that must be maintained for six years following termination 

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