Jan

09

Fiduciary Due Diligence Around Managed Participant Account Services

1 PM EST

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.

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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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

General

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1.50 credit hours

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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

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2.00 credit hours

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12/31/2026

1.50 total credit hours including

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Available for credit

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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01/08/2025

2.00 total credit hours including

General

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Self apply

2.00 credit hours

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07/08/2025

1.50 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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12/31/2024

1.50 total credit hours including

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01/08/2027

1.50 total credit hours including

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01/08/2026

1.50 total credit hours including

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Self apply

1.50 credit hours

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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

Status:

Applied for

1.50 credit hours

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12/31/2024

1.50 total credit hours including

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Applied for upon completion

1.50 credit hours

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01/08/2029

1.50 total credit hours including

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01/08/2025

1.50 total credit hours including

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1.50 credit hours

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06/30/2024

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01/08/2025

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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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01/08/2026

1.50 total credit hours including

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1.50 credit hours

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1.80 total credit hours including

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Approved

1.80 credit hours

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01/08/2025

1.50 total credit hours including

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Self apply

1.50 credit hours

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1.50 total credit hours including

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Self apply

1.50 credit hours

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01/08/2026

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Self apply

1.50 credit hours

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12/31/2027

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Available for credit

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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12/31/2024

1.50 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

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

General

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Approved

2.00 credit hours

Available until:

01/08/2025

1.50 total credit hours including

Substantive

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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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Applied for upon completion

1.50 credit hours

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01/08/2027

1.50 total credit hours including

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Approved

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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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01/08/2026

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

Status:

Applied for upon completion

1.50 credit hours

Available until:

01/08/2027

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

12/31/2024

1.50 total credit hours including

General

Status:

Applied for

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

Status:

Applied for

1.50 credit hours

Available until:

10/31/2024

1.50 total credit hours including

Law & Legal Procedure

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1.50 credit hours

Available until:

01/08/2025

1.80 total credit hours including

General

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Applied for

1.80 credit hours

Available until:

01/08/2027

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

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Self apply

1.50 credit hours

Available until:

01/08/2027

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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.

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Duration

90

Format

Webinar

Date

Jan 09, 2024

2024-01-09T13:00:00-05:00 2024-01-09T14:30:00-05:00 Fiduciary Due Diligence Around Managed Participant Account Services 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.

American College of Employee Benefits Counsel

Joint Committee On Employee Benefits

Business Law Section

Health Law Section

Section of Labor and Employment Law

Section of Real Property, Trust and Estate Law

Section of Taxation

Tort Trial and Insurance Practice Section

Chris W Shankle

David Nathaniel Levine

Sarah L Bhagwandin

Henry Talavera

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