Posted: 10/15/2007

Chris Rillo will participate in an American Conference Institute sponsored conference, "401(k) Compliance: Proactive Strategies for Preventing Litigation and Regulatory Deficiencies."  He will appear on a panel titled, " Fees and Expenses: Implementing Controls on 401(k) Plans to Ensure "Reasonable” Limits."  The panel will discuss:

• Steps to determining if fees charged to clients are reasonable
  • guidelines for examining underlying fees and expenses of vendor
• Understanding the potential liabilities for plan administrators
• Implementing mechanisms to ensure appropriate fees going forward
• Requirements for demonstrating sufficient disclosure of plan fees, payments, and other loads/non-loads
• DOL standards for disclosure of fees and participant knowledge
• Update on litigation involving reasonable fee claims

American Conference Institute’s 401(k) Compliance event will provide you with practical strategies for handling complex 401(k)-related issues to prevent costly litigation and regulatory challenges. Whether you represent employers, benefit plans, trustees, fiduciaries, administrators, insurers, advisors or plaintiffs, you are sure to benefit from our expert faculty’s insights. We’ve assembled some of the most successful ERISA specialists in the country, who will provide guidance on how to successfully steer clear of trouble in this high-stakes arena.

Take this opportunity to get answers to your most pressing questions and to get the tools you need to untangle the myriad of issues raised by recent case law and prepare for what is on the horizon. All attendees will also benefit from the comprehensive written materials prepared especially for this event, which will provide a useful reference source after the conference has ended.

The conference will take place December 4-5, 2007 in Washington, D.C.   For more information, please click here.