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ERISA Fiduciary Basics: What You Need to Know

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: August 16, 2007
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Probate and Trust Law, Taxation, and Tort Trial and Insurance Practice; And the American College of Employee Benefits Counsel

General Information

A 90-minute TeleConference/Live Audio Webcast
Thursday, August 16, 2007
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

Moderator:
Joni L. Andrioff
, Jones Day, Chicago, IL

Panelists:
Beth J. Dickstein
, Sidley Austin LLP, Chicago, IL
Andrew L. Oringer, Clifford Chance US LLP, New York, NY
Steven J. Sacher, Jones Day, Washington, DC

The program will cover the following topics:

  • What Does ERISA Fiduciary Responsibility Mean?  Who Is a Fiduciary?
  • Fiduciary Rules Governing Plan Investments
  • Traps for the Unwary:  Prohibited Transactions
  • Employee Communications:  Fiduciary Implications
  • Sloppy Drafting of  Plan, Trust, and SPD = Liability for Fiduciaries and Plan Sponsors
  • Other Hard Lessons of Litigation
  • Structuring Funds and Investments to Allow for Acquisitions by Plans

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