American Bar Association American Bar Association
header

 
Is Your 401(k) Default Fund on Target? New DOL and SEC Guidance on Target Date Funds

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: July 20, 2010
SPONSORS: The Sections of Business Law; Health Law; Labor and Employment Law; Real Property, Trust and Estate Law; Taxation; Tort Trial and Insurance Practice; and the American College of Employee Benefits Counsel

General Information

Untitled Document

A 90-minute TeleConference/Live Audio Webcast
TUESDAY, July 20, 2010

1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT

This program will cover the following topics:
  • Best practices for plan fiduciaries in choosing and monitoring target date funds
  • Understanding a target date fund’s glide path
  • Evaluating the fees of target date funds
  • Advice to participants on how target date funds operate
  • Increased disclosure when a target date fund is the plan’s qualified default investment alternative
  • DOL Guidance
  • SEC proposed regulations relating to advertising of target date funds
  • Proposed effective date of SEC rules to marketing and other sales literature relating to target date funds

Moderator: Beth Dickstein, Sidley Austin LLP, Chicago, IL
Panelists: Michael L. Davis, Deputy Assistant Secretary, Employee Benefits Security Administration, US Department of Labor, Washington, DC
Susan Nash, Associate Director, Division of Investment Management, U.S. Securities and Exchange Commission, Washington, DC
Barry P. Barbash, Willkie Farr & Gallagher LLP, Washington, DC

Make checks payable to ABA-JCEB and mail to Registrar, 740 15th Street, NW, Washington, DC 20005


   
Is Your 401(k) Default Fund on Target? New DOL and SEC Guidance on Target Date Funds
General Information
Purchase CDs/Mp3/Web Stream
Tuition
MCLE
Policies and Procedures
Contact JCEB
Attendee Area

Archived Audio Files
The archived audio web stream and MP3 file are now available to download from the Attendee Area.