Conquer Retirement Plan Challenges in 2018

When: Wed., Feb. 21, 2018 at 5:30 pm - 8:30 pm

With the increase in ERISA lawsuits and federal government investigations, Corporate Plan Sponsors and their fiduciaries must act proactively to be compliant with the various ERISA mandates. Discussions will include, 2018 top retirement plan issues, a Q&A session with the Feds, and an update on the state of the economy.

Topics:

Meeting the prudence requirement – investments
Fee disclosures and excessive Fees
Selecting and monitoring service providers and the RFP Process
Handling a government investigation
Lawsuits, settlements, and fiduciary liability Insurance

The presentation will be followed by a networking/cocktail hour.

Speakers:

Jose Jara, Partner, ERISA and Employee Benefits Practice Group Leader, CKR Law
Jonathan Kay, Regional Director of Enforcement for New York Region of the Dept. of Labor
Amir Lear, CFA, CEO and Chairman of Capital Management, Mutual of America

Co-sponsored by the Benjamin N. Cardozo School of Law, CKR Law, LLP, and Mutual of America.

Mutual of America
320 Park Avenue
New York, NY 10022

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