Are You Responsible for the Investment Performance of Your Company's Retirement Plan?

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Are You Responsible for the Investment Performance of Your Company's Retirement Plan?

When and where

Date and time

Location

Gilroy Kernan & Gilroy 210 Clinton Road New Hartford, NY 13413

Map and directions

How to get there

Description

The number of class action lawsuits by retirement plan participants against employers, their officers and directors, has exploded in the past few years. These suits have resulted in several multi-million dollar settlements and decisions. This program will provide the “nuts and bolts” of ERISA fiduciary duty, and provide practical advice how employers, officers and directors can protect themselves from potential legal exposure.

Topics Covered:

  • Recent Litigation Involving Investment Return and Fees

  • Recent Litigation Activity

  • What Makes an Individual a “Fiduciary”?

  • What Are the Duties of a Fiduciary?

  • Delegating ERISA Duties: Investment Managers and Investment Advisors

  • How to Protect Yourself From Fiduciary Liability

Presented by: Ray McCabe, Barclay Damon LLP and Aaron Finch, Voya Financial

Lunch 11:30 - Noon

Seminar Noon - 1:30

If you have any questions about this seminar, don't hesitate to contact us! By phone @ 315.768.8888 or email university@gkgrisk.com.