01/27/2010 - 16:00
01/27/2010 - 18:00
-8: US Pacific
Session: Fiduciary [1] Issues…
The regulatory and litigation environment for employee benefit plans has radically changed. Jon Chambers will be part of an informative panel discussion on fiduciary concerns facing 401(k) and health and welfare plan providers. The program will be moderated by an ERISA [2] attorney and service provider. Other panelists include Wei-Yin Hu, Ph.D., Director of the Financial Research group with Financial Engines, Marcia Leitner, Senior Counsel at AAA Northern California, and William F. Sweetnam, Jr., partner with the Groom Law Group and former Benefits Tax Counsel with the US Treasury Department.
Topics will include:
- Fiduciary “do’s and don’ts” including revenue sharing and fee disclosure
- Liability insurance
- Service provider non-disclosure litigation
- Considerations for health and welfare plans
- Recent fee cases and litigation
The Palace Hotel