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Law Firm Pension and Retirement Plans: The New Realities

July 21, 2009

David Levine will serve as a speaker at the briefing, "Law Firm Pension and Retirement Plans: The New Realities" on Tuesday, July 21, 2009, 8:30 a.m. – 11:30 a.m. at The University Club of Washington, DC.  The breakfast briefing, sponsored by PricewaterhouseCoopers, HSBC and Sandpiper Partners, will focus on how recent developments affect management, administration and investment of Plans.  The agenda covering partner pension plans, fiduciary issues in pension plans and investment decisions is as wide ranging as the issues.

  • Different requirements for different types of plans.
  • Fiduciary obligations and risk management.
  • How can firms restructure their obligations?
  • Asset allocation strategies: What works now?
  • Should formulas be different?
  • New products tailored to current conditions.
  • Who manages the plan?
  • Partner education and communication.