Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Defined Contribution Plan Administrator

Ingham Retirement Group
(Miami FL / Telecommute)
Actuarial Analyst

Venuti & Associates
(Los Altos CA)
Retirement Plan Administrator

Nicholas Pension Consultants
(Rancho Cordova CA / Corona CA)
Pension Administrator

KB Pension Services
(Bradenton FL)
ERISA Compliance Consultant

Employee Fiduciary, LLC
(Mobile AL / Saint Petersburg FL / Telecommute)
Account Manager / Client Service - 401k Plans

ABG Retirement Plan Services
(Peoria IL / Telecommute)
Retirement Plan Consultant

DWC - The 401(k) Experts
Plan Administrator - DC Specialist

AimPoint Pension
(Pompano Beach FL / Telecommute)
Retirement Plan Regional Director

Retirement Plan Consultants
(NC / Telecommute)
Defined Contribution / 401k Retirement Plan Administrator

Pension Consultants, Inc.
(Farmington CT)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More American Bar Association Joint Committee on Employee Benefits [JCEB] Webcasts and Conferences

Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan Assets

American Bar Association Joint Committee on Employee Benefits [JCEB]

Oct. 10, 2019
1:00 p.m. EDT

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.


  • Ivelisse Berio-Lebeau, Member, Sugarman & Susskind, PA
  • James Craig
  • Sara R Pikofsky, Partner, Steptoe & Johnson LLP

Continue by clicking on the following link:

© 2019, Inc.