10 Fiduciary Best Practices

  • 10 Nov 2021
  • 11:30 AM - 2:00 PM
  • Pyramid Club, 1735 Market St 52nd Floor, Philadelphia, PA 19103
  • 20


Registration is closed

Join us as we return to in person meetings. Melissa Kurtzman of Littler Mendelson will review 10 Best Fiduciary Practices, including:

  1. Setting up the committee
  2. Charter/ Governance
  3. Meetings, Minutes and Attachments
  4. Record keeper/TPA Involvement
  5. Investment Policy
  6. Independent Investment Advisor
  7. RFP, RFP, RFP
  8. Fiduciary Insurance
  9. Training
  10. Disclosures/Audited Financials

Approved for 2.8 ASPPA, JBEA-Non Core and 2 ERPA credits.

11:30 a.m. Check in/Welcome

11:40 a.m. Presentation

12:50 - 2:00 p.m. Lunch

About our speaker:

Melissa B. Kurtzman | Littler Mendelson P.C.

Melissa B. Kurtzman focuses her practice on representing management in a variety of employee benefits matters, including the design and implementation of qualified and non-qualified retirement plans and welfare and fringe benefit programs, employee benefits tax matters and employee benefits in mergers and acquisitions. She also provides advice on: 
  • Employee benefit plan administration 
  • Reporting and disclosure obligations 
  • Fiduciary responsibilities
  • Internal Revenue Service and Department of Labor correction programs 
  • Contingent workforce issues  The efficient design of retirement and welfare plans

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