Derek W. Loeser, Senior Member, Keller Rohrback LLP to Speak at TKG’s Event
New York, NY, October 14, 2016 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Derek W. Loeser, Senior Member, Keller Rohrback LLP will speak at the Knowledge Group’s webcast entitled: “New Developments in Investment Plans and Related Fiduciary Duties LIVE Webcast.” This event is scheduled for November 17, 2016 from 3:00pm – 5:00pm (ET).
For further details, please visit: https://theknowledgegroup.org/event-homepage/?event_id=1874
About Derek W. Loeser
Derek Loeser is a senior member of Keller Rohrback’s nationally recognized Complex Litigation Group and a member of the firm’s Executive Committee. He maintains a national practice prosecuting class action and large scale individual cases, including corporate fraud and misconduct, securities, Employee Retirement Income Security Act (“ERISA”), breach of fiduciary duty, and investment mismanagement cases. Derek has served as lead and co-lead counsel in large, complex cases in both state and federal courts around the country.
Before joining Keller Rohrback, Derek served as a law clerk for the Honorable Michael R. Hogan, U.S. District Court for the District of Oregon, and was a trial attorney in the Employment Litigation Section of the Civil Rights Division of the U.S. Department of Justice in Washington, D.C., where he prosecuted individual and class action employment discrimination cases. He is a frequent speaker at national conferences on class actions, ERISA and other complex litigation topics.
About Keller Rohrback LLP
Keller Rohrback L.L.P. serves as lead and co-lead counsel in class actions and large-scale individual actions throughout the country. With offices in New York, Seattle, Phoenix, Ronan, Oakland, and Santa Barbara, KR’s Complex Litigation Group is proud to offer its expertise to clients nationwide. KR’s trial lawyers have obtained judgments and settlements on behalf of clients in excess of seven billion dollars.
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
About The Knowledge Group /The Knowledge Congress Live Webcast Series
The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/.
For further details, please visit: https://theknowledgegroup.org/event-homepage/?event_id=1874
About Derek W. Loeser
Derek Loeser is a senior member of Keller Rohrback’s nationally recognized Complex Litigation Group and a member of the firm’s Executive Committee. He maintains a national practice prosecuting class action and large scale individual cases, including corporate fraud and misconduct, securities, Employee Retirement Income Security Act (“ERISA”), breach of fiduciary duty, and investment mismanagement cases. Derek has served as lead and co-lead counsel in large, complex cases in both state and federal courts around the country.
Before joining Keller Rohrback, Derek served as a law clerk for the Honorable Michael R. Hogan, U.S. District Court for the District of Oregon, and was a trial attorney in the Employment Litigation Section of the Civil Rights Division of the U.S. Department of Justice in Washington, D.C., where he prosecuted individual and class action employment discrimination cases. He is a frequent speaker at national conferences on class actions, ERISA and other complex litigation topics.
About Keller Rohrback LLP
Keller Rohrback L.L.P. serves as lead and co-lead counsel in class actions and large-scale individual actions throughout the country. With offices in New York, Seattle, Phoenix, Ronan, Oakland, and Santa Barbara, KR’s Complex Litigation Group is proud to offer its expertise to clients nationwide. KR’s trial lawyers have obtained judgments and settlements on behalf of clients in excess of seven billion dollars.
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
About The Knowledge Group /The Knowledge Congress Live Webcast Series
The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/.
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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