Dorsey Benefits & Compensation Group conducted its annual forum on issues affecting employer sponsored retirement plans. Sessions focused on practical advice and guidance.
9:30 am–10:30 am Central (10:30-11:30 Eastern; 7:30-8:30 Pacific)
Fiduciary Duties for Employers: Best Practices for Plan Administrators and Employees Working on Retirement Plans
Employees who manage an employer’s retirement plan – from selecting investments to deciding claims – can become fiduciaries, which creates the risk of fiduciary liability. This session reviewed fiduciaries duties under ERISA, including what actions make an individual a fiduciary, what duties fiduciaries have, what best practices are, and more.
Liz Deckman, Partner, Dorsey & Whitney
Andrew Holly, Partner, Dorsey & Whitney
**NOTE: Watching this recording does not allow the user to obtain CLE, CPD, CPE or HR credits.
10:40 am–11:40 am Central (11:40-12:40 Eastern; 8:40-9:40 Pacific)
Retirement Plan Developments and Updates: News Laws, Regulations, and Guidance, Plus case Law Developments
Despite divisions in Congress, legislation has passed and is being considered that affects retirement plans (The Balanced Budget Act of 2018 changed the hardship distribution rules). This session looked at that legislation, regulations and guidance from federal agencies (including MEPs and developments on the fiduciary rule) and reviewed recent case law developments.
Tim Arends, Partner, Dorsey & Whitney LLP
Liz Deckman, Partner, Dorsey & Whitney
Tim Goodman, Partner, Dorsey & Whitney LLP
Holly Fistler, Senior Attorney, Dorsey & Whitney LLP
Paul Heiring, Of Counsel, Dorsey & Whitney LLP
**NOTE: Watching this recording does not allow the user to obtain CLE, CPD, CPE or HR credits.
Click here to view the materials from the seminar.