The Knowledge Group Has Scheduled a Live Webcast on New Developments in Investment Plans and Related Fiduciary Duties
New York, NY, October 08, 2016 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, announced today that it has scheduled a live webcast entitled: New Developments in Investment Plans and Related Fiduciary Duties. This two-hour event is scheduled on November 17, 2016 at 3:00 PM - 5:00 PM ET.
Event Synopsis:
On May 18, 2015 in Tibble v. Edison International, the Supreme Court found that plan fiduciaries have an ongoing fiduciary obligation under the Employee Retirement Income Security Act (ERISA) to monitor plan investments, a duty separate and apart from the fiduciary’s duty to be careful and sensible when first selecting plan investments. After a year, the US Labor Department (DOL) has released its fiduciary regulatory package which requires financial advisers and brokers handling individual retirement and 401(k) accounts to act in the best interests of the retirement investors, commonly called the fiduciary or conflict of interest rule. Under these changes, the final rule extends the scope of ERISA to vast segments of the retirement market that did not exist at the time of ERISA’s adoption.
In this two-hour live Webcast, a panel of key thought leaders and practitioners assembled by The Knowledge Group will provide the audience with an overview of the fiduciary fundamentals and will discuss the latest developments in DOL’s recently released fiduciary regulatory package. Speakers will also offer guidance on how to avoid common pitfalls and risks, and review key challenges and updates that plan fiduciaries should know.
Topics to be covered in this course include:
Fundamental and Functional Fiduciary Issues
Risks that Plan Fiduciaries Face under ERISA
Conflict of Interest Regulation
Tibble v. Edison International
Compliance and Best Practices
Speakers/Faculty Panel
Alex Stolyar
Senior Counsel
Akin Gump Strauss Hauer & Feld LLP
Paul McEwan, CPA, MTax, AIFA
Principal, Director of Benefit Plan Services
Rea & Associates, Inc.
Derek W. Loeser
Senior Member
Keller Rohrback L.L.P.
For an updated list of the faculty panel, please visit:
https://theknowledgegroup.org/event-homepage/?event_id=1874
About The Knowledge Group/The Knowledge Congress Live Webcast Series
The Knowledge Group brings together the world's leading authorities and industry participants through informative two-hour webcasts that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.
Visit http://theknowledgegroup.org/ for further information and inquiry.
Event Synopsis:
On May 18, 2015 in Tibble v. Edison International, the Supreme Court found that plan fiduciaries have an ongoing fiduciary obligation under the Employee Retirement Income Security Act (ERISA) to monitor plan investments, a duty separate and apart from the fiduciary’s duty to be careful and sensible when first selecting plan investments. After a year, the US Labor Department (DOL) has released its fiduciary regulatory package which requires financial advisers and brokers handling individual retirement and 401(k) accounts to act in the best interests of the retirement investors, commonly called the fiduciary or conflict of interest rule. Under these changes, the final rule extends the scope of ERISA to vast segments of the retirement market that did not exist at the time of ERISA’s adoption.
In this two-hour live Webcast, a panel of key thought leaders and practitioners assembled by The Knowledge Group will provide the audience with an overview of the fiduciary fundamentals and will discuss the latest developments in DOL’s recently released fiduciary regulatory package. Speakers will also offer guidance on how to avoid common pitfalls and risks, and review key challenges and updates that plan fiduciaries should know.
Topics to be covered in this course include:
Fundamental and Functional Fiduciary Issues
Risks that Plan Fiduciaries Face under ERISA
Conflict of Interest Regulation
Tibble v. Edison International
Compliance and Best Practices
Speakers/Faculty Panel
Alex Stolyar
Senior Counsel
Akin Gump Strauss Hauer & Feld LLP
Paul McEwan, CPA, MTax, AIFA
Principal, Director of Benefit Plan Services
Rea & Associates, Inc.
Derek W. Loeser
Senior Member
Keller Rohrback L.L.P.
For an updated list of the faculty panel, please visit:
https://theknowledgegroup.org/event-homepage/?event_id=1874
About The Knowledge Group/The Knowledge Congress Live Webcast Series
The Knowledge Group brings together the world's leading authorities and industry participants through informative two-hour webcasts that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.
Visit http://theknowledgegroup.org/ for further information and inquiry.
Contact
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
646-844-0200
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Contact
Thomas LaPointe, Jr., Executive Director
646-844-0200
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
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