AAR2505. ERISA Litigation Update

In this session, a practicing ERISA attorney (also with 12 years of plan investment advisor experience) will examine pending litigation and recent litigation outcomes affecting qualified retirement plan sponsors, fiduciaries, and other service providers. 

Learning Objectives:

• Analyze plan operations and records to identify potential fiduciary, prohibited transactions, and other ERISA compliance issues.
• Recognize plan and investment policy statement language that may permit or prevent specific plan features or operations, such as the use of forfeitures or the inclusion of private equity among the plan's investments.