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Thought Leadership

ERISA Fiduciary Update: Best Practices From Industry Professionals

 
December 13, 2016
Register  
Seminar

You''re invited to join us for our ERISA fiduciary update. Network with other professionals as you learn about the following topics:

  • Duty of Prudence
    • Understanding who fiduciaries are at the quarterly meetings
    • Controlling plan fees
    • Monitoring investment performance
    • Role of alternatives
  • Duty of Loyalty
    • Dealing with shareholders
    • When vendors (bankers, brokers, investment providers) come calling
    • Conflicts

Hosted By
Husch Blackwell
Francis Investment Counsel LLC
PNC Institutional Asset Management

Date and Time
Tuesday, December 13, 2016
7:30 a.m. – Check-in begins
8:30 a.m. - 10 a.m. – Program

Location
Husch Blackwell
33 East Main Street, Suite 300
Madison, WI 53701

Program

8:00 a.m. - 8:30 a.m.

Opening Commentary: Governance and Oversight Process
Michael W. Taibleson, Husch Blackwell
David W. Eckhardt, Husch Blackwell

8:30 a.m. - 9:30 a.m.

Panel Discussion: Duties of Prudence and Loyalty
Michael W. Taibleson, Husch Blackwell
Joseph Martin, AIF®, PNC Institutional Asset Management
Michael Francis, Francis Investment Counsel LLC
Karen L. Tidwall, Husch Blackwell

9:30 a.m. - 10:00 a.m.

Q&A

Who Should Attend
Management, administration and investment personnel of ERISA retirement plans

Continuing Education Credit
Wisconsin CLE credit is pending.

Questions?
Contact Ashley Connell at 414.978.5351.

Professionals: