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Employee Benefit Plan Governance


Product Code - HRAU01
Speaker(s): Gayle Skolnik, Partner, Faegre Baker Daniels’ Benefits and Executive Compensation Group; Phil Gutwein, Partner, Faegre Baker Daniels’ Benefits and Executive Compensation Group
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Benefit plan governance refers to the decision-making processes by which employee benefit plans are administered and managed. It encompasses the processes behind both settlor and fiduciary decisions, throughout the entire life cycle of plans. A well-structured and well-implemented governance process for employee benefit plans is valuable as a tool for promoting favorable administrative outcomes, and is essential for legal compliance and risk mitigation. 

During this webinar, Gayle Skolnik and Phil Gutwein, partners in Faegre Baker Daniels' Benefits and Executive Compensation Group, will discuss what constitutes good governance for employee benefit plans.  The discussion will focus on best practices and legal issues on the following topics: 

  • Design and implementation of plan governance structures and procedures
  • Best practices for making and documenting plan design and amendment decisions
  • Selection, appointment, and monitoring of plan fiduciaries
  • Structure and operation of fiduciary administration and investment committees
  • Training and other support resources for members of fiduciary committees
  • Effective documentation of settlor and fiduciary decision-making processes
  • Best practices for committee charters, investment policy statements, fiduciary handbooks, fiduciary calendars and other important governance tools
  • Selection and monitoring of service providers and the management of service provider relationships
  • Compliance with retirement plan fee disclosure requirements
  • Successfully avoiding the accidental fiduciary
  • Special considerations for ESOP governance

Register quickly and easily online  to secure your space now. Or, please call 1-800-372-1033 option 6, then sub-menu option 1, and refer to date and title of conference. Lines are open Monday through Friday from 8:30 a.m. to 7:00 p.m. ET, excluding most federal holidays.

Don't miss this opportunity to hear a lively, dynamic presentation. Not only are Webinars an excellent way for you to stay current; with Bloomberg BNA you also get:

  • Quality. Count on it. Nothing is canned.
  • Objectivity. Bloomberg BNA provides you with the best and most objective information. Unlike other companies, we don't use our Webinars as a forum to sell outside solutions.
  • Affordability. Bloomberg BNA Webinars are inexpensive compared to the cost of travel to attend a conference. Plus, you may use a speakerphone and invite as many of your colleagues as you want to listen in-all for the price of a single registration.
  • Convenience. No airlines. No travel. No time out of the office.

In addition, you'll receive:

  • Personal attention. Once you've registered, send your questions in advance to sharper@bna.com and they'll be included in the program. You'll also have a chance to ask your questions during the Webinar.
  • Follow-up materials. You need no materials upfront to follow along to our live conference. But Bloomberg BNA always issues a follow up e-mail with contact information for our speakers, as well as other materials related to the topic.
  • 1.5 HRCI credits by attending this Webinar. Find out how.

 HRCI

Gayle Skolnik, Partner, Faegre Baker Daniels’ Benefits and Executive Compensation Group; Phil Gutwein, Partner, Faegre Baker Daniels’ Benefits and Executive Compensation Group

Skolnik

Gayle Skolnik, Partner, Faegre Baker Daniels' Benefits and Executive Compensation Group, represents employers, fiduciaries and service providers with respect to all aspects of employee benefit law, including plan design, implementation and administration; government compliance; benefits aspects of corporate transactions; training and ERISA litigation. She represents and counsels clients regarding pension and profit-sharing plans, deferred compensation arrangements and executive compensation plans, tax-sheltered annuity plans and other benefits and compensation plans of tax-exempt employers, stock-based compensation plans, health and welfare plans, cafeteria plans, and other benefits programs and practices

Gutwein
Phil Gutwein, Partner, Faegre Baker Daniels' Benefits and Executive Compensation Group, concentrates his practice in employee benefits law. He represents employers and fiduciaries in plan design, tax and benefits law compliance, executive compensation, corporate transactions, benefits-related disputes with unions and multi-employer welfare and pension plans, and a wide variety of benefits-related litigation (ERISA and non-ERISA). Phil has significant experience with executive and incentive arrangements, including deferred compensation, stock option, retention and severance plans.

Phil also represents selling shareholders, employers, trustees, third-party administrators and fiduciary ESOP committees regarding the structure, installation and administration of ESOPs, and provides counsel on matters related to the governance, sale or acquisition of ESOP-owned companies. Phil is an active member of The ESOP Association.