When: Monday, March 30, 2020 | 5:30 PM to 8:00 PM
Where: Federated Investors , 101 Park Avenue, 41st Floor, New York, NY 10022
Speakers: José M. Jara, Esq., Partner, Archer & Greiner, P.C.
Jeffrey Paguirigan, BlackRock Defined Contribution Consultant
Stuart Simchowitz, Director of Retirement Plan Services, RMR Wealth Builders, Inc.
Jim Wojciak,VP, Senior Retirement Consultant, Federated Investors
Overview: With the increase in ERISA lawsuits and federal government investigations, Corporate Plan Sponsors and their fiduciaries must be mindful of ERISA’s prudence standards when choosing investments for the plan. Discussions will include a deep dive into investing in Target Date Funds (“TDFs”).
Topics:
- Meeting ERISA’s prudence requirement with respect to investments
- Construction of Target Date Fund Glide Paths
- Indexing vs. Active vs. Active Indexing
- TDF fees and expenses
- Selecting and monitoring TDFs to match your demographic
- Cases before the United States Supreme Court
- Lawsuits, settlements, and fiduciary liability Insurance
For more information and to register, click here.
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