ERISA Fiduciary Institute Series - Part 4: 401(k) Plan Fiduciary, Service Provider and Investment Issues

American Bar Association Joint Committee on Employee Benefits [JCEB]

This program will review fiduciary issues associated with vendor service agreements, negotiation issues and vendor selection.

For example, many investment advisors are limiting the circumstances in which they serve as a fiduciary, where employers fail to use the lowest cost share class available and continue to use any revenue sharing.

Moderator: Francis W Palmieri, Founding Partner, Palmieri & Eisenberg

Panelists:

• Allison Wielobob, General Counsel, American Retirement Association
• Marie Swartzwelder, Senior Investment Consultant, Newport Group
• Jason P Lacey, Partner, Foulston Siefkin LLP
• Matthew J Eickman, National Retirement Practice Leader, Prime Capital Investment Advisors, LLC

More Information, How to Register