| Date: |
Thursday, June 18, 2015
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Watch Now |
| Time: |
2:00 p.m. (ET) / 1:00 p.m. (CT) / 12:00 p.m. (MT) / 11:00 a.m. (PT)
|
| Length: |
60 minutes |
| Fee: |
Free |
| Speaker: |
Christine Cushman, JD, LLM, Technical Director, Nationwide
|
| |
Karen deMontigny, Eastern Regional Vice President, Fringe Benefit Group |
|
| Category: |
Training and Education |
|
WEBINAR DESCRIPTION
Join Fringe Benefit Group for a webinar about the principles of ERISA that affect the establishment of the retirement plan, learn about the fiduciary roles and responsibilities of the various parties associated with the operation of the plan, and take away a summary of the best practices in investment management and prudent practices in the operation of the plan. Christine Cushman, from Nationwide, and Karen deMontigny, from Fringe Benefit Group, will also discuss the fiduciary aspects of asset acquisition, therules pertaining to direction of investments by plan , and the distinction between investment advisory services and investment management services.
THIS WEBINAR WILL COVER:
- Principles of ERISA that affect the establishment of the retirement plan
- Fiduciary roles and responsibilities of the various parties associated with the operation of the plan
- Fiduciary aspects of asset acquisition
- Rules pertaining to direction of investments by plan
- Distinction between investment advisory services and investment management services
- Core ERISA fiduciary sections - 404, 406, 408
- Prohibited transactions and statutory exemptions thereto
- Penalties associated with the commission of a prohibited transaction
- A summary of the best practices in investment management and prudent practices in the operation of the plan
RESOURCES
PowerPoint Presentation(
PDF)
ABOUT THE SPEAKERS
Christine joined the Nationwide Financial Advanced Consulting Group in early 2014. She brings more than 13 years of experience in employee benefits, ERISA and tax law to her new role. Prior to joining the group, Christine worked for three years in Nationwide’s Office of General Counsel supporting the Nationwide Trust Company and private and public sector retirement plans operations and sales. Christine received her JD from the University of Texas and her LLM (taxation) from New York University. Christine began her legal career as an attorney advisor to Judge Michael Thornton on the U.S. Tax Court. Following her clerkship, she worked for eight years as a private practice attorney in the Philadelphia office of Morgan Lewis & Bockius and later Schnader, Harrison, Segal & Lewis, practicing in the areas of employee benefits, executive compensation, ERISA, tax and nonprofit organizations.
In addition to her legal practice, Christine has taught a Masters course at Drexel University entitled “Law in the Arts” and has lectured on retirement plan and nonprofit topics. She has also volunteered for several years as a tax return preparer for low income individuals through the IRS’s Volunteer Income Tax Assistance program and has provided pro bono legal assistance to numerous non profit organizations.
Her work in the Nationwide Financial Advanced Consulting Group focuses on providing technical expertise and education t advisors and plan sponsors as it relates to qualified and nonqualified retirement and welfare benefit plans. She enjoys partnering with employers and their third-party benefit professionals to evaluate current plan offerings and/or identify alternative solutions
to insure that the employer’s objectives are being met and that employees have opportunities to plan for and live in retirement.
Karen deMontigny is the Northeast Regional VP for Fringe Benefit Group. She is a specialist in the Prevailing Wage and Davis-Bacon arena.
Karen deMontigny has been in the financial services industry since 1985 providing group benefits and retirement planning expertise.
Karen has been a speaker at many industry national meetings and for local associations and groups.
Karen earned her Certified Financial Planner designation in 1999.