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Pension Plan Investment Products and Service Provider Contracts: the Good the Bad and the Ugly
Closed
Format:
Webinar
Date:
January 25, 2016
Time:
1:00 PM - 2:30 PM ET
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Credits:
1.50 General CLE Credit Hours
Sponsor(s):
Co-Sponsor(s):

Investment products and services are critical to the success of any single-employer or multiemployer retirement plan. This program will consider how best to review and negotiate contracts for investment advisors, record keepers, investment products. Topics to be discussed include:

• Trust Agreement for Qualified Retirement Plans.
• Section 401(k) Recordkeeping and Investment Platform Agreements, including language for ERISA budgets.
• Investment Product Agreements.
• Third Party Administrative Agreements.
• RIA and Investment Services.

Moderator: Robert A. Miller, Calfee, Halter & Griswold LLP, Cleveland, OH
Speakers: Joyce Mader, O’Donoghue & O’Donoghue, LLP, Washington, DC
Frank Palmieri, Palmieri & Eisenberg, Princeton, NJ
Courtenay V. Shipley, CRPS, AIF, Retirement Planology, Inc., Alexandria, VA

  • List Price: $175.00
  • ABA Member Price: $150.00
  • Sponsor Member Price: $125.00
To RECEIVE CLE credit you must be logged into the webinar for the ENTIRE program (including the Q&A) with your unique PIN number that will be emailed to you. Partial credit is not available for this program or recording.
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