Cost: $170 members; $220 non-members

Register or call 781-684-8700 for assistance.

3 Hot Topics for Retirement Plan Sponsors
The Capital Markets, Recent Litigation & Committee Practices

Retirement Plan Committees – and the fiduciaries that comprise their membership – find themselves
exercising decisions against the backdrop of heightened fiduciary scrutiny and unprecedented capital markets.  

This program provides valuable context for any individual that touches a plan sponsor’s fiduciary oversight process.  
Gain the perspectives of both the plan sponsor and consultant community as practical approaches are provided to address the following:

• The plan structure, fee, and investment menu areas targeted by recent lawsuits against corporate and non‐profit plan sponsors.
  
  
• Steps that plan sponsors can take to ensure that their plan design and decision-making processes are consistent with the industry’s “best practices.”
  
  
• Committee oversight of the capital markets; to include historical context, current environment, outlook for the future, and implications for Committee‐level decisions.
  
  
• Fund menu design that balances participant behaviors and market opportunities.

Speakers:

Robert DiFabio – Director of Benefits, North America Human Resources, Waters Corporation

Michael Goss – Executive Vice President, Fiduciary Investment Advisors (FIA)

Marc Fandetti, CFA, CFP – Director / Senior Investment Consultant, P‐Solve

NEEBC programs may qualify for CEBS continuing professional education (CPE) credit. Participants must determine if the program aligns with "CEBS Content Domain."