Navigating Through Party-in-Interest Transactions

April 25, 2013

Please join Morgan Lewis and WithumSmith+Brown for the Navigating Through Party-in-Interest Transactions webinar.

With the recently enacted fee disclosure rules, employee benefit plans must now increase their focus on transactions affecting their plans.

These transactions, known as party-in-interest transactions, must be evaluated more carefully than ever before for appropriate fiduciary oversight.

Topics will include:

  • Party-in-interest concepts
  • Key exempted transactions
  • Types of prohibited transactions
  • Available correction programs
  • Internal control considerations

Amy Pocino Kelly  |  Partner, Employee Benefits Practice, Morgan Lewis

Dave R. Dacey, CPA  |  Partner, Practice Leader, Employee Benefit Plan Services Group, WithumSmith+Brown

Thursday, April 25, 2013
12:00–1:15 pm ET

CLE Credit:
CLE credit in FL, IL, NJ, NY, PA, TX, and VA is currently pending approval.