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    Fiduciary Due Diligence Around Managed Participant Account Services [CC]

    Fiduciary Due Diligence Around Managed Participant Account Services [CC]
    CLE 90 min

    Fiduciary Due Diligence Around Managed Participant Account Services [CC]

    Managed accounts, which have quickly become a mainstay in recordkeeper offerings, raise new questions for plan fiduciaries. Managed accounts come in all shapes and sizes and from a wide range of vendors - from recordkeepers and TPAs to advisors and consultants - to third party vendors. Their usage can range from usage as default "QDIA" investments (whether throughout a participant's lifecycle or at a target age) to voluntary participant-by-participant usage.

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    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

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      Status:

      Available for credit

      1.50 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

    • General

      Status:

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      1.50 credit hours

      Available until:

      01/08/2029

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      01/08/2025

    1.50 total credit hours including

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      1.50 credit hours

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      01/08/2027

    1.50 total credit hours including

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      1.50 credit hours

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      01/08/2027

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      2.00 credit hours

      Available until:

      12/31/2026

    1.50 total credit hours including

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      1.50 credit hours

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      01/08/2027

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      07/08/2025

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      01/08/2027

    1.50 total credit hours including

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      Applied for

      1.50 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      01/08/2026

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      01/08/2029

    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      01/08/2026

    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      12/31/2024

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      Available until:

      01/08/2029

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      06/30/2024

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      01/08/2025

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      01/08/2026

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      01/08/2027

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      1.50 credit hours

      Available until:

      12/31/2027

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      01/08/2027

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      1.50 credit hours

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      01/08/2027

    1.50 total credit hours including

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      1.50 credit hours

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      12/31/2024

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    • General

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      1.50 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/31/2024

    2.00 total credit hours including

    • General

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      2.00 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

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      1.50 credit hours

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      01/08/2027

    1.50 total credit hours including

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      1.50 credit hours

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      01/08/2027

    1.50 total credit hours including

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      Approved

      1.50 credit hours

      Available until:

      01/08/2026

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      01/08/2026

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      01/08/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      01/08/2027

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      01/08/2027

    1.50 total credit hours including

    • General

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      Applied for

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      Available until:

      10/31/2024

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      01/08/2029

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      01/08/2027

    1.50 total credit hours including

    • General

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      01/08/2025

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    • General

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      Available until:

      01/08/2027

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    Closed Captioned.

    The presentation is expected to discuss:

    1. Due diligence considerations when evaluating managed accounts for a retirement plan.
    2. Ongoing review considerations for managed accounts.
    3. General legal considerations relating to managed accounts.
    4. Potential impacts of the proposed DOL fiduciary rule on managed accounts.
    5. Litigation involving managed accounts.

    MCLE Information
    The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit in 50-minute states in states accrediting ABA live webinars and teleconferences. *Credit hours granted are subject to each state's approval and credit rounding rules.

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    Product Details

    Moderators

    Henry Talavera

    External Sponsors

    American College of Employee Benefits Counsel

    Product Code

    EB2401WEB8OLC

    Duration

    95

    Publication Date

    1/9/2024 12:00:00 AM

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