ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligence Requirements

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Principal Rick Matta will be co-presenting Strafford’s CLE webinar titled, “ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligence Requirements,” on Tuesday, July 30, 2019.  The program is designed to provide ERISA counsel with the tools necessary to guide fiduciary clients in the governance of revenue sharing arrangements.  Participants will learn best practices for revenue sharing contractual terms, calculation of revenue sharing payments, reporting requirements, ERISA account tracking, utilization of excess revenue sharing payments, and allocation to plan participants.

For more information or to register, please click here.