Melissa Kurtzman, shareholder in Littler Mendelson's Philadelphia office, will be speaking at this half day thought leadership summit on governance issues facing retirement plan sponsors. The Summit includes representatives from the U.S. Department of Labor, plan sponsors and industry professionals, who will present on the following topics and issues:
- Origins of ERISA enforcement activities, including criminal, civil and informal complaint resolution
- Limitations of §408(b)(2) and §404(a)(5) fee disclosure regulations
- Disparities between actual plan expenses and those reported on Form 5500 Schedule C and independent auditors' report
- Cost allocation methods, expense accounting and related fiduciary risks
- Fiduciary liability insurance claims experience and trends in ERISA litigation
- Importance of education and communication in mitigating risk
- Plan conversions and terminations - fiduciary best practices during mergers and acquisitions
Time: 9:00 - 9:45 am
Plan Sponsor Panel: Melissa Kurtzman will moderate a panel of plan sponsors discussing governance frameworks, bonding and fiduciary liability insurance, regulatory compliance and plan benchmarking.
Time: 9:45 - 10:45 am
Industry Roundtable: Melissa Kurtzman will be one of the panelists on this roundtable of industry professionals addressing trends and best practices from legal, accounting, insurance, and investment perspectives.
Location:
New York Law School
185 West Broadway
New York, NY
Registration: For more information and to register please visit the NYLS Retirement Plan Summit 2012 website
Continuing Education: PHR/SPHR/GPHR pre-approved, CLE credits pending
Questions? Email Joshua Anderson or call (215) 968-7152
Speakers
