ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims

Strafford

This CLE course will provide ERISA counsel, in-house corporate counsel, and plan sponsor decisionmakers with the tools to structure and implement appropriate investment committee policies and procedures. Our multi-disciplinary panel will provide best practices for selecting and training investment committees.

Description

One of the best techniques a plan sponsor can implement to mitigate fiduciary risk is the installation of an effective investment committee. Sponsors must take care in establishing protocols to ensure committees operate within strict ERISA standards and employ robust fiduciary practices.

Attendees will benefit from a discussion of risk mitigation approaches that have the potential to help avoid breach of fiduciary duty allegations. This program will also address effective litigation-avoidance strategies and the importance of fiduciary liability insurance coverage.

Listen as our authoritative panel discusses the importance of appropriate and effective investment committee governance. Our panel will review best practices for the training and selection of committee members, litigation avoidance, and the relationship between investment committee governance and ERISA fiduciary liability insurance coverage.

Outline

1. Importance of investment committee governance
2. Investment committee best practices
3. Vetting investment fiduciary committee risks
   1. Selecting investment committee members
   2. Conflicts of interest
   3. Training
4. ERISA fiduciary liability insurance
5. Avoiding breach of fiduciary duty claims

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