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Thought Leadership

ERISA Fiduciary Update: Best Practices From Industry Professionals (2016)


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

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


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.


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

Continuing Education Credit
Wisconsin CLE credit is pending.

Contact Ashley Connell at 414.978.5351.



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