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What 401(k) Plan Fiduciaries Must Tell Participants about Their Investment Options: New DOL Guidance

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: September 17, 2008
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Trust and Estate Law, Taxation, and Tort Trial and Insurance Practice; And the American College of Employee Benefits Counsel

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A 90-minute TeleConference/Live Audio Webcast
WEDNESDAY, SEPTEMBER 17, 2008
1:00 pm - 2:30 pm ET / 12:00 pm - 1:30 pm CT / 11:00 am -12:30 pm MT / 10:00 am - 11:30 am PT

The Department of Labor estimates that about 65 million participants currently are responsible for directing investments in their 401(k) plans. New DOL proposed regulations issued on July 23, 2008 outline the fiduciary duties to provide participants with the crucial information they need to make informed decisions about their retirement savings accounts and their plan investments. A panel of experts from the Department of Labor and the private sector will discuss:

·         Background and main features of new guidance

·         Highlights of the comments submitted by the Sept. 8, 2008 deadline

·         Implementation and compliance issues

Moderator: 
Phyllis C. Borzi, O''Donoghue & O''Donoghue, Washington, DC

Panelists:

Susan Marie Halliday, Senior Benefits Law Specialist, Office of Regulations and Interpretations, Employee Benefits Security Administration, U.S. Department of Labor, Washington, DC
Kristen Zarenko, Senior Benefits Law Specialist, Office of Regulations and Interpretations, Employee Benefits Security Administration, U.S. Department of Labor, Washington, DC

Beth Dickstein, Sidley & Austin, Chicago, IL

Mary Ellen Signorille, AARP Foundation Litigation, Washington, DC
Erin Sweeney, Dickstein Shapiro LLP, Washington, DC

 

***Please make your check payable to ABA-JCEB and mail to Registrar, 740 15th Street, N.W., 3rd Floor, Washington, DC  20005***

 


   
What 401(k) Plan Fiduciaries Must Tell Participants about Their Investment Options: the New DOL Gui
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