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

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ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims (PDF)
Strafford

Nov. 18, 2014

47 presentation slides. Topics include: [1] Best Practices and Hot Button Issues (regulatory process; committee selection issues -- qualification considerations, certifications; investment committee documents -- charter and investment policy statement; vendors); [2] ERISA Fiduciary Insurance (coverage, defense provision, indemnification); and [3] ERISA Litigation (investment committee liability and defense tactics).

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