Retirement Plan Investments: Cryptocurrency; Plan Asset Hedge Fund; PE Fund Investing, 401k and IRA; ESG; and More

BARBRI

This CLE webinar will guide employee benefits and asset management counsel on critical issues and recent developments impacting retirement plan investments. The panel will discuss regulations for ESG and plan voting, cryptocurrency and other alternative investments, private equity offerings to 401ks and IRAs, challenges of plan asset hedge fund and private equity fund investing, and other key issues.

Description

In light of recent developments regarding retirement plan investments, fiduciaries and their counsel must recognize the challenges of investing in plan asset hedge funds and private equity funds and offerings made to 401ks and IRAs. An in-depth understanding of these issues and regulations is essential to avoid unintended liability and potential claims.

A fiduciary of an individual account plan may, consistent with ERISA requirements, offer as an investment option under the plan a professionally managed asset allocation fund with a private equity component. However, due to the complexity, limited transparency, and liquidity of private equity investments, including a private equity component in an investment option can increase the potential liability for fiduciaries, who have a legal duty to select prudent investment options. ERISA also requires fiduciaries to monitor designated investment alternatives under the plan. Fiduciaries are liable for any losses resulting from the failure to monitor these investments prudently.

Employee benefits and asset management counsel must become familiar with these regulations and plan accordingly.

Listen as our panel discusses regulations for ESG and plan voting, cryptocurrency and other alternative investments, private equity offerings to 401ks and IRAs, the challenges of plan asset hedge fund and private equity fund investing, and other key issues.

More Information, How to Register