Legal & Legislative Update for Retirement Plans

2019 Legal & Legislative Update for Retirement Plans

Thursday, November 21, 2019 | 11:45 – 1:00 Pacific

Via Webinar


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The Supreme Court’s next term looks to be flush with ERISA issues.  They’ve agreed to review a Ninth Circuit case alleging that fiduciaries breached their duties by making imprudent investments and charging excessive fees. Plus there are two other cases that they will review, with the potential that more will be added, which center around fiduciary duties, disclosures, investment options, and fees.  This webinar will cover these cases, an update on the current defined benefit cases on actuarial equivalency and defined contribution fee cases, plus any new regulatory guidance on retirement plans issued in the second half of 2019. As time permits, our speakers will also look into their crystal ball to provide an update of potential legislative changes and other cases to watch that might be taken up by the Supremes in the future.


Top Take Aways:

  • Status of federal ERISA legislation
  • Lessons from new ERISA decisions
  • S. Supreme Court Cases to watch