Event

Chicago Defined Contribution Plan Fees Breakfast Workshop 2016

June 09, 2016
08:00 AM - 10:00 AM CT

Employee benefits and executive compensation partner Marla Kreindler will speak at this defined contribution plan fees breakfast workshop sponsored by Callan Associates.

Employee benefits and executive compensation partner Randy Tracht and labor and employment partner Christopher Boran will also participate in the discussion at this forum.

The US Supreme Court's decision last year in Tibble v. Edison International has been followed by a flurry of new DC fee lawsuits. Unsurprisingly, reviewing plan fees ranks as one of the most important ways for plan sponsors to improve the fiduciary positioning of their DC plan, according to the Callan 2016 DC Trends Survey.

The speakers will address the implications of Tibble and other recent lawsuits at this plan sponsor breakfast workshop. They will also address issues around fees and other topics, including:

  • Considerations for monitoring and evaluating plan investments and fees
  • Impact of the DOL’s fiduciary regulations on reviewing plan fees
  • Role of the investment policy statement
  • Structuring plan fees, ERISA accounts, and rebating plan fees
  • Use of index funds and institutional vehicles such as collective trusts and separate accounts

This is an invitation-only event for plan sponsors. For more information, please contact Barbara Gerraty at gerraty@callan.com.

CLE credit: CLE credit in IL, NY, and PA is currently pending approval.