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Best Practices for Minimizing Fiduciary Risk and Executing a Productive Investment Committee Meeting

May 19, 2015
BDO Boston
Two International Place
4th Floor
Boston, MA  02110
get directions

Rachel Centrella
(617) 239-4183
Email
  • Summary
  • Agenda
  • CPE Information
  • Presenters
Please join BDO USA, LLP, Fiduciary Investment Advisors, LLC and Sullivan and Worcester LLP for a complimentary CPE breakfast briefing on best practices for minimizing fiduciary risk and executing a productive investment committee meeting.

With organizations facing a multitude of employee benefit plan regulations and requirements, the most effective way to optimize fiduciary performance is through a strategic approach encompassing all aspects of plan design, governance and oversight.  This breakfast briefing will provide key takeaways on this important topic, including:
  • Background on ERISA fiduciary obligations and how to manage fiduciary risk
  • Practical implementation of a governance calendar for purposes of minimizing fiduciary risk
  • Fee reasonableness and determination responsibilities of all plan sponsors, trustees, and investment committees

CFOs, Controllers, HR Directors and others responsible for the administration, tax and financial areas of employee benefit plans are encouraged to attend.
7:30 AM to 8:00 AM – Registration, Breakfast and Networking

8:00 AM to 9:30 AM - Program

Parking is available at the International Place Parking Garage.  Entrance is located on Oliver Street.  The venue is also accessible by numerous MBTA lines.
Upon completion of this seminar, participants will be able to:
  • Describe fee reasonableness and determination responsibilities of all plan sponsors, trustees and Investment committees
  • Explain pactical implementation of a governance calendar for purposes of minimizing fiduciary risk
  • Discuss the background on ERISA fiduciary obligations and how to manage fiduciary risk
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2 CPE credits in the field of Audit; Specialty - Employee Benefit Plan
Program Level: Overview
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Bob Hamilton, Assurance Director, National Employee Benefit Plan Practice, BDO USA, LLP

Vincent Smith, Senior Consultant, Fiduciary Investment Advisors, LLC

Amy Sheridan, Attorney, Sullivan and Worcester LLP