Managing Your 401(k) Plan Shouldn't be Risky Business: Philadelphia | Mercer US

Managing Your 401(k) Plan Shouldn't be Risky Business: Philadelphia, PA - October 16, 2019

Our Thinking / Event

Managing Your 401(k) Plan Shouldn't be Risky Business: Philadelphia, PA
Calendar16 August 2019

EVENT DETAILS:

Date:  October 16, 2019
Time:  Registration & Breakfast:
8:00 AM – 8:30 AM (ET)
Presentation & Discussion:
8:30 AM - 10:30 AM (ET)
Contact: 
Location:  Morgan Lewis
1701 Market St.
Philadelphia, PA 19103-2921

Providing / sponsoring a 401(k) shouldn’t add significant (non-operational) risk to your business. What risks should you retain and manage, and what risks should you outsource to experts?

As a 401(k) plan fiduciary, you already know that the current litigious environment is a challenging one to navigate.  And the role of Counsel or Finance in overseeing 401(k) plans continues to evolve.

401(k) plans are viewed by your employees as a vitally important opportunity to save for retirement and they are using the technologies provided by you to interact with the plan on a frequent basis. They are paying attention. In addition, regulations are becoming increasingly complicated, the number of class action lawsuits continues to rise, and employees want cheaper options with better performance. Is it even possible to reduce fiduciary risks in an expertly-run plan?

In a word – yes, and we’re here to help.

Please join us for breakfast and a collaborative roundtable session on October 16, and we’ll explain how.

Attorneys from Morgan Lewis will give their unique perspective on fiduciary strategies and pitfalls, gleaned from current litigation trends; and experts from Mercer will share insights and best practices to manage 401(k) plan risk.

SPEAKERS

MURIEL KNAPP, CHFC, CLU, CRC, CRA, AIF®
Partner, Mercer

Muriel consults with companies on a wide range of issues related to defined contribution plans. She has a focused expertise in providing fiduciary liability management, investment consulting, vendor evaluation, and financial wellness strategy to corporate and not-for-profit retirement plans.

Before joining Mercer in 2005, she served as Regional Vice President of Great-West Retirement Services in Orlando, FL overseeing the client management and business development responsibilities for the Southeast US defined contribution clients.

JEREMY BLUMENFELD
Partner, Morgan Lewis

Jeremy P. Blumenfeld represents defendants on a range of employee benefit litigation matters, including numerous Employee Retirement Income Security Act (ERISA) class actions. Co-chair of the firm’s ERISA litigation practice, Jeremy’s experience includes defending class action claims challenging the administration of 401(k) savings plans, stock drop litigation involving 401(k) savings plans, cash balance and other defined benefit plans, and employee stock ownership plans (ESOPs) and traditional severance pay plans. He also advises clients on litigation and risk avoidance.

SARIYAH BUCHANAN
Associate, Morgan Lewis

Sariyah S. Buchanan ensures that benefit plans and compensation arrangements comply with US state and federal laws including ERISA and the Internal Revenue Code. Sariyah drafts employment agreements, equity plans, grant agreements, and proxy materials, and prepares custodial agreements, disclosures, and election and beneficiary designation forms for IRA custodians. She assists clients in corporate transactions and represents clients before the IRS, PBGC, and DOL.

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