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

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

American Bar Association Joint Committee on Employee Benefits [JCEB]

May 29, 2020
Recorded Online
Webcast

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

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