Event

Mitigating Your 403(b) Fiduciary Liability

November 16, 2012
08:00 AM - 11:00 AM

Morgan Lewis and Fiduciary Investment Advisors will be hosting a 403(b) breakfast briefing.

Key topics will include:

  • Steps fiduciaries should be taking now that fee disclosure has passed
  • How fiduciaries are tackling problems with the fee-disclosure process and rendering solutions
  • Fiduciary process pitfalls from an ERISA litigator's perspective
  • Benchmarking versus peers - what other sponsors are doing
  • How to negotiate fees with vendors
  • Trends in plan pricing

When:
Friday, November 16, 2012
8-9 am | registration/breakfast
9-11 am | briefing

Where:
Philadelphia Marriott West
111 Crawford Avenue
West Conshohocken, PA 19428

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

This is an invitation-only event. If you would like to inquire further, please contact Olive To by email at oto@morganlewis.com.