Nicholas Pension Consultants
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Director- Employee Health Plan Indiana University Health
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Robin S. Weingast & Associates
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Assistant Director of Pension Administration Primark Benefits
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Fund Reconciliation and Reorg Analyst Ubiquity Retirement + Savings
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Compliance Analyst - Defined Contribution Plans M2B Retirement Consulting LLC
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Orange County Employees Retirement System
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Project Coordinator/New Business Implementation Team The Retirement Plan Company (TRPC)/an ABG firm
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Inquisitive DC Account Manager Nova 401(k) Associates
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Relationship Manager, Retirement National Benefit Services, LLC
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Policy Researcher, Analyst, and Writer Policy Futures Network
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Head of Sales-Retirement Plans The Standard
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Evergreen Retirement Plan Consulting, LLC
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Hessel & Associates, LLC
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Benefit Plans Plus
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Primark Benefits
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Webcasts > | Upcoming | Recorded |
Conferences > | Upcoming | Grouped by Location |
All > | Upcoming | Grouped by Sponsor |
Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan AssetsAmerican Bar Association Joint Committee on Employee Benefits [JCEB] |
Oct. 10, 2019 Recorded Online Webcast |
A keystone of ERISA and its fiduciary duties is that when plan assets are used for plan expenses, such use must be prudent and in the plan’s and its participants bests interests. This simple formulation of ERISA’s standard of conduct is deceptive, and myriad issues arise for plan fiduciaries for the payment of assets. This panel will discuss the possibilities and limitations on plans when they seek services from or seek to provide services to plan sponsors and related parties. Among the topics will be shared services agreements between plans (including best practices and tips), the provision of plan services by plan sponsors, ERISA 408(c) limitations on compensation to full-time employees or officers of sponsoring employers and unions, and correction of arrangements that do not meet ERISA requirements. The panel also will review the expense policies and types of administrative expenses that may cause problems for plans in DOL audits. Panelists:
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