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Retirement Plan Compliance: Fee Disclosures

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Hosted By:
ABA ERISA: Beyond the Basics
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Webinar
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ERISA section 408(b)(2) exempts from prohibited transaction rules certain arrangements between plans and covered service providers. Regulations set forth what must be disclosed to take advantage of this exemption. This panel will give an overview of 408(b)(2) practice.

Topics will include:

  • Requirements for fee disclosures
  • Common pitfalls
  • Connection with substantive fee litigation

Panelists:

  • José M. Jara, Fox Rothschild
  • Michael Hartman, U.S. Department of Labor
  • Letizia Dorigo, Bush Gottlieb

CLE credits are available. Please note there is a cost to attend.