Event

DC Plan Sponsor Roundtable Managing DC Plans - San Francisco

Callan LLC
Wednesday, December 6, 2017
8:00 am PT | Breakfast
8:30 am PT | Roundtable

Morgan Lewis partners Marla Kreindler and Christopher Boran will participate in the defined contribution (DC) plan sponsor roundtable hosted by Callan LLC.

These complimentary roundtable discussions are only open to plan sponsors, with the goal of providing a forum for you and your peers to share ideas and experiences. Our speakers will present their insights, provide recommendations for best practices, and discuss industry trends.

Topics will include:

  • Best practices in monitoring and evaluating plan investments and fees: What fee lawsuits have taught the industry
  • Getting the most out of the investment policy statement
  • Use of index funds, collective trusts, and white label investment funds
  • State-of-the-art approaches to structuring fees and participant disclosures
  • Impact of the DOL’s fiduciary regulations on plan management and administration

Presentations will be followed by informal roundtable discussions where plan sponsor attendees can share their insights and experiences around these issues.

QUESTIONS?
For more information or to register, please contact Kathleen Cunnie at cunnie@callan.com or +1.415.274.3029.

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