DATE: Tuesday, September 28, 2021
TIME: 10:00 AM – 11:00 AM PDT
PRESENTERS: Brad Huss, Robert Gower, and Dylan Rudolph
This webinar will address risks facing defined contribution plan fiduciaries related to the selection and monitoring of plan investments and service providers, and discuss how plan fiduciaries, benefits personnel, and service providers can identify and mitigate those risks. The focus of this presentation will begin with a review of common claims arising from complex ERISA litigation and lessons learned from defending those claims, including case studies of the Hughes v. Northwestern University and Sacerdote v. New York University lawsuits. Next, the panel will discuss considerations in the selection and monitoring of “Section 3(21)” investment advisors versus “Section 3(38)” outsourced chief investment officers (“OCIOs”).
We look forward to sharing tips on how to identify and mitigate potential risks involving plan investments and investment consultants, to guard against potential claims and/or to best position plan fiduciaries in a potential lawsuit.
Questions or Comments: Contact: firstname.lastname@example.org
MCLE Credit: This program is eligible for Continuing Legal Education (CLE) credit. Please contact Joe Harrison at email@example.com to receive a CLE certificate of completion.
MATERIALS: The materials for this presentation will be available for download the day before the event at https://www.truckerhuss.com/events/.
PRESENTATION RECORDING: A recording of this presentation will be available for download 24-48 hours after the presentation at https://www.truckerhuss.com/events/.