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

Fiduciary Institute Series 2021: Part 3 - Fiduciary Issues for Section 403(b) Annuity and Custodial Plans

American Bar Association Joint Committee on Employee Benefits [JCEB]

Apr. 9, 2021
1:00 p.m. EDT

The panel will focus on fiduciary issues for Section 403(b) annuity and custodial plans issues.

Highlights include:

  • The Investment Structure of 403(b) Plans
  • 403(b) Fees and Compensation Arrangements for ERISA and non-ERISA Plans
  • Fiduciary Rules in Managing Particpant Controlled Contracts
  • Handling Legacy Contracts and Investments
  • SECURE’s Fiduciary Insurance Company Fiduciary Safe Harbor Prominent
  • 403(b) Rule Differences in Plan Administration
  • Fiduciary Litigation – Case Review (e.g., Fee Cases)

Moderator: Frank Palmieri, Palmieri & Eisenberg


  • Evan Giller, Boutwell Fay LLP
  • Robert J. Toth, Law Offices of Robert J. Toth, Jr. LLC
  • Bonnie M. Treichel, Retirement Law Group

More Information, How to Register

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