Do's and Don'ts for the ERISA Fiduciary

Tuesday, September 21, 2010

Time: 1:30 pm ET (12:30 pm CT, 11:30 am MT, 10:30 am PT)

Length: 1 hour 30 minutes
Click Here For:

Registration - Session Only: $219.00

Registration - Session Plus CD: $319.00
DESCRIPTION

Maintaining an employee benefit plan subject to the Employee Retirement Income Security Act of 1974 requires that people managing the plan or investing plan assets become fiduciaries.

  • You need to know when you might become an ERISA plan fiduciary.

  • You must understand your legal obligations to plan participants and beneficiaries.

This teleconference will provide you with an overview of the ERISA rules governing plan fiduciary conduct and the basic duties of a plan fiduciary-- what a fiduciary should do and what it should avoid doing. You will also learn about the Department of Labor’s new rule on disclosure to plan sponsors and administrators of the compensation earned by service providers to your plans.

OVERVIEW

Do's

  1. Do know whether you are a fiduciary.

  2. Do know when you are responsible for plan asset management and when you aren't.

  3. Do know what the fiduciary standard of conduct is under ERISA.

  4. Do act with "procedural prudence."

  5. Do take advantage of the program to voluntarily correct ERISA violations.

Don'ts

  1. Don't enter into prohibited transactions.

  2. Don't violate the rules regarding ERISA fiduciary duties.

  3. Don't fail to meet your reporting and disclosure requirements.

  4. Don't be late in remitting employee contributions to plans.

INSTRUCTOR PROFILE

Anthony A. Dreyspool, Esq

Anthony A. Dreyspool has more than 30 years of experience regarding ERISA matters and substantial knowledge in structuring and forming private real estate and equity funds for the institutional investment market. He has counseled many of the largest real estate fund managers on ERISA and fund formation matters.

Before forming his own firm, he was a partner with DLA Piper, and prior to that, Of Counsel at Paul, Hastings, Janofsky & Walker in New York. Prior to practicing there, he was the chief ERISA attorney for The Equitable Life Assurance Society of the United States. In that role, he advised Equitable and its investment management subsidiaries on all legal requirements involved in the investment of ERISA plan assets. He began his practice at Dewey Ballantine.

Mr. Dreyspool has recently written a guidebook for fiduciaries, ERISA Fiduciary Law for Non-Lawyers.

Anthony A. Dreyspool, Esq.
909 Third Ave., 5th Fl., New York, New York 10022
Tel: 212 653 8810
anthonydreyspool@dreyspool-law.com
http://www.dreyspool-law.com
LOGISTICS

* 90-minute webinar (Travel-Free) delivered over the phone and Internet.
* Unlimited listeners per connection - bring the entire department.
* Q&A session with the expert.

This event will be presented live by phone together with a PowerPoint presentation to be viewed on your computer. Internet access is not required for phone-only participants. The PowerPoint slides will be provided shortly before the event. Once you register, you will receive an email which is your receipt and which includes your instructions for dialing in and logging on. You will also receive an email reminder 24 hours before the webinar.

REGISTER

Registration - Session Only: $219.00

Registration - Session Plus CD: $319.00

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