[ Event ]
Duane Morris Partner John A. Reade, Jr., to Speak at National Constitution Center Audio Conference on 401(k) Plans
November 6, 2008 | Audio Conference
Duane Morris partner John A. Reade, Jr. will speak at a National Constitution Center audio conference on the topic of "401K Plans: What Lawyers Need to Know to Protect Their Clients," to be held on Tuesday, November 6, 2008, from 1 p.m. to 2 p.m. (ET).
About the Audio Conference
With the current turmoil in the financial markets and its impact on 401(k) plans, it is more important than ever to help your clients protect employee assets. This means keeping your clients compliant with the new regulations on fee disclosures of 401(k) plans, legal challenges facing 401(k) plans and their fiduciary duties. Join us for a 60-minute audio conference where you will discover:
- Minimizing fiduciary liability for the provision of investment advice
- Required retirement plan amendments for 2009
- No-nonsense tips for setting up a Safe Harbor Plan
- Staying compliant with the new fee disclosure regulations
Program Highlights
401k Plans: Keys to Compliance Under the New Laws
- New 401(k) requirements: keeping compliant with vesting, blackouts and more
- A complete walk through to set up and administer an Automatic Enrollment Safe Harbor Plan
- How to benefit from the changes of the enhanced rollover regulations
- How will EGTRRA regulations continue to impact your plan?
Keys to Avoiding Fiduciary Liability
- What employers need to know to comply with the latest stock diversification rules
- The latest on default investments on employee contributions and elective deferrals
- Managing fiduciary liability & investment advice: How much is too much?
Department of Labor Guidance on Fee Disclosures
- What information needs to be disclosed to participants?
- New timing rules on disclosures – avoid running afoul of the new rules
- Advice on the new class action litigations and how to avoid being targeted
For more information or to register to attend the conference, please visit the National Constitution Center Conferences website.