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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










