Conference on Collective Trust Funds: Current Banking, SEC, ERISA and Compliance Issues

Date:

Wednesday, May 16, 2012

Speaker(s):

Clifford E. Kirsch, Sutherland Asbill & Brennan LLP; Kevin Lyman, general counsel, Invesco National Trust Co.; James O. Fleckner, Goodwin Procter LLP

Location:

Sutherland Asbill & Brennan LLP
1114 Ave of the America
New York, NY 10036
United States

Fee:

$999

Time:

9 am-5:30 pm

CLE Credits:

7.25 hrs

Topics:

 

Collective Trust Funds (CTFs) are rapidly becoming the investment vehicle of choice for many 401(k) plan sponsors. CFTs are only available to tax-exempt 401(k), pension, profit-sharing, and governmental retirement plans. Now that these funds offer daily valuation and investment direction combined with the potential for lower costs, many 401(k) plan sponsors have moved toward CFTs instead of registered mutual funds. A faculty of leading banking, SEC and ERISA attorneys will provide updates on all of the regulatory developments affecting these vehicles.

Location

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