Oct

    Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan Assets

    1 PM EDT

    A keystone of ERISA and its fiduciary duties is that when plan assets are used for plan expenses, such use must be prudent and in the plan’s and its participants’ interests. This simple formulation of ERISA’s standard of conduct is actually complex, and myriad issues arise for plan fiduciaries for the payment of assets.

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    This panel will discuss the possibilities and limitations on plan fiduciaries when they seek services from plan service providers or seek to provide services to plan sponsors and related parties. Among the topics will be shared services agreements between plans (including best practices and tips), the provision of plan services by plan sponsors, ERISA 408(c) limitations on compensation to full-time employees or officers of sponsoring employers and unions, and correction of arrangements that do not meet ERISA requirements. The panel also will review the expense policies and types of administrative expenses that may cause problems for plans in DOL audits.

    Moderator:
    Phillip Long, Fidelity Investments, Greensboro, NC

    Panelists:
    Ivelisse Berio LeBeau, Sugarman & Susskind, PA, Coral Gables, FL
    James L. Craig, Jr., Counsel for Regulation, U.S. Department of Labor, Office of the Solicitor, Washington, DC
    Clarissa A. Kang, Trucker Huss, APC, San Francisco, CA

    Event Details

    Format

    Web

    Date

    Oct 10, 2019

    2019-10-10T13:00:00-04:00 2019-10-10T14:00:00-04:00 Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan Assets

    A keystone of ERISA and its fiduciary duties is that when plan assets are used for plan expenses, such use must be prudent and in the plan’s and its participants’ interests. This simple formulation of ERISA’s standard of conduct is actually complex, and myriad issues arise for plan fiduciaries for the payment of assets.

    Sponsors

    American College of Employee Benefits Counsel

    Joint Committee On Employee Benefits

    Section of Labor and Employment Law

    Section of Real Property, Trust and Estate Law

    Section of Taxation

    Panelists

    Clarissa Kang

    Ivelisse Berio-Lebeau

    James Craig

    Moderators

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