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Past Event
25 February 2016


  • Nancy G. Ross
    T +1 312 701 8788

Investment Plans and Related Fiduciary Duties: What You Need to Know and New Changes Post Tibble

Listen as Mayer Brown Partner, Nancy Ross, participates in an authoritative panel of ERISA litigation attorneys discusses this and more including:

  • Litigation posture since Tibble
  • Advising your fiduciaries in ERISA best practices
    - Selection of fiduciaries in charge
    - Prudent service provider selection and monitoring
    - Ideal review plans
    - Investments with a heightened need for review: After Tibble, yesterday’s prudence might be today’s (actionable!) folly
    Investing in an Investment Policy Statement
    - Documenting your plan’s adherence to procedure, post Tibble
  • Investment management fees
    - Litigation landscape: Major cases and what to learn from them
    - New plaintiff strategies and targets
    - Other areas and agreements prone to attack
  • The implications of an increasingly assertive DOL
    - Discussion of current DOL strategic focus on professional fiduciaries and service providers with responsibility for large amounts of plan assets and administration of plan benefits
    - Update on recent DOL investigations
    - Forecasting the perfect storm of ERISA litigation: Tibble’s receptiveness to the continuing violation theory, plaintiffs’ bar challenging of fee arrangement, and DOL’s proposed fiduciary rule
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