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February 18, 2020

Top 2020 Compliance Concerns for 403(b) and 401(k) Plan Sponsors Webinar

Art Marrapese, Employee Benefits Practice Area chair, and speakers from the Bonadio Group and Westminster Consulting will present their joint “Top 2020 Compliance Concerns for 403(b) and 401(k) Plan Sponsors” Webinar on Tuesday, February 18 from 10:00 to 11:00 a.m. EST.

Topics Will Include:

  • Selecting and Monitoring Target Date Funds: Recent 401(k) litigation centered on target date funds highlights the importance of establishing and following a prudent target date fund selection and monitoring process that meets ERISA’s prudent fiduciary standard. This section will cover the essential elements of a prudent process. Speaker: Sean Patton, founding partner and senior consultant – Westminster
  • Selecting an Auditor for Your Employee Benefit Plan: If your employee benefit plan must have an annual audit, hiring an independent qualified public accountant (IQPA) is one of the plan administrator’s most important fiduciary responsibilities. This section will cover the critical components of a sound, prudent process for choosing and monitoring an IQPA as well as US Department of Labor enforcement efforts related to IQPA audits. Speaker: Denise Gueli, partner – Bonadio Group
  • How to Minimize Litigation and Liability Risks: This section will cover recommended dispute resolution practices and plan drafting strategies as well as how risks can be insured through insurance and contractual indemnification. Speaker: Art Marrapese, Employee Benefits Practice Area chair – Barclay Damon LLP

View the recording here.

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