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oregon state bar business law section mission:

To provide excellent service to the diverse group of business law practitioners throughout the State of Oregon by

  • providing regular, timely and useful information about the practice of business law
  • promoting good business lawyering and professionalism
  • fostering communication and networking among our members
  • advocating improvement of business law
  • supporting Oregon's business infrastructure and business community


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Tuesday, July 20, 2010/ 10:00 -11:30 am PT
CLE: Is Your 401(k) Default Fund on Target?
New DOL and SEC Guidance on Target Date Funds

Location: TeleConference/Live Audio Webcast

Additional Info: American Bar Association

Cost: $125 ABA Section of Business Law Members

Description:
This ABA program will cover the following topics:

  • Best practices for plan fiduciaries in choosing and monitoring target date funds
  • Understanding a target date fund’s glide path
  • Evaluating the fees of target date funds
  • Advice to participants on how target date funds operate
  • Increased disclosure when a target date fund is the plan’s qualified default investment alternative
  • DOL Guidance
  • SEC proposed regulations relating to advertising of target date funds
  • Proposed effective date of SEC rules to marketing and other sales literature relating to target date funds

Moderator: Beth Dickstein, Sidley Austin LLP, Chicago, IL

Panelists:
Michael L. Davis, Deputy Assistant Secretary, Employee Benefits Security Administration, US Department of Labor, Washington, DC

Barry P. Barbash, Willkie Farr & Gallagher LLP, Washington, DC

SEC speaker TBD

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The Business Section of the Oregon State Bar presents information on this Web site as a service to our members and others who provide legal services. Our goal is to provide information and education in this complex and constantly changing area of the law. While we try to be accurate and timely, nothing on this Web site should be construed as legal advice. Further, we make no warranty or guaranteeconcerning the accuracy or reliability of the content at this site or the other sites to which we link.

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