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

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

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