Fiduciary Due Diligence Around Managed Participant Account Services [CC]

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

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 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

General

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1.50 credit hours

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01/08/2029

1.50 total credit hours including

General

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Approved

1.50 credit hours

Available until:

01/08/2025

1.50 total credit hours including

Substantive Law

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1.50 credit hours

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01/08/2027

1.50 total credit hours including

General

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1.50 credit hours

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01/08/2027

2.00 total credit hours including

General

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Approved

2.00 credit hours

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12/31/2026

1.50 total credit hours including

General

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Available for credit

1.50 credit hours

Available until:

01/08/2027

1.50 total credit hours including

General

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1.50 credit hours

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01/08/2025

2.00 total credit hours including

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2.00 credit hours

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07/08/2025

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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1.50 credit hours

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12/31/2024

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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01/08/2026

1.50 total credit hours including

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1.50 credit hours

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01/08/2029

1.50 total credit hours including

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1.50 credit hours

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01/08/2026

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Applied for

1.50 credit hours

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12/31/2024

1.50 total credit hours including

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1.50 credit hours

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01/08/2029

1.50 total credit hours including

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Self apply

1.50 credit hours

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01/08/2025

1.50 total credit hours including

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Applied for upon completion

1.50 credit hours

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01/08/2026

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01/08/2026

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01/08/2027

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1.80 credit hours

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01/08/2029

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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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01/08/2026

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Applied for upon completion

1.50 credit hours

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12/31/2027

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1.50 credit hours

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01/08/2027

1.80 total credit hours including

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Reciprocity

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Areas of Professional Practice

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01/08/2027

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12/31/2024

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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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1.50 credit hours

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12/31/2024

2.00 total credit hours including

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2.00 credit hours

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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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01/08/2027

1.50 total credit hours including

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1.50 credit hours

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01/08/2026

1.50 total credit hours including

General

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Approved

1.50 credit hours

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01/08/2026

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

General

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Self apply

1.50 credit hours

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01/08/2027

1.50 total credit hours including

General

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Approved

1.50 credit hours

Available until:

12/31/2024

1.50 total credit hours including

General

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Approved

1.50 credit hours

Available until:

01/08/2025

1.50 total credit hours including

General

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Approved

1.50 credit hours

Available until:

12/31/2024

1.50 total credit hours including

General

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Self apply

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

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01/08/2027

1.80 total credit hours including

General

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Approved

1.80 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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10/31/2024

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Law & Legal Procedure

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01/08/2029

1.80 total credit hours including

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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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Closed Captioned.

The presentation is expected to discuss:

Due diligence considerations when evaluating managed accounts for a retirement plan.
Ongoing review considerations for managed accounts.
General legal considerations relating to managed accounts.
Potential impacts of the proposed DOL fiduciary rule on managed accounts.
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.

Log into your ABA account to see discounted fees that may apply to you.

Employee Benefits Passport
The Employee Benefits Passport gives you access - for one low price - to all of the JCEB's webinars and provides a 25% discount to attend any or all of the renowned JCEB National Institutes (in-person and virtual), click here for more details or to purchase.

Moderators

External Sponsors

American College of Employee Benefits Counsel

Panelists

Chris W Shankle, David Nathaniel Levine, Sarah L Bhagwandin

Sponsors

Business Law Section, Joint Committee On Employee Benefits, Health Law Section, Tort Trial and Insurance Practice Section, Section of Labor and Employment Law, Section of Real Property, Trust and Estate Law, Section of Taxation

Product Code

EB2401WEB8OLC

Duration

95

Publication Date

1/9/2024 12:00:00 AM

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