Join us for an intimate roundtable addressing investment adviser fee disclosure obligations under ERISA 408(b)(2). Our practical toolkit will include:
- A checklist tailored to the needs of investment advisers
- Real-life scenarios
- Practical discussion with other investment advisers
The regulations under ERISA 408(b)(2) are effective July 1, 2012. Investment advisers with ERISA retirement plan clients or those who manage "plan asset" funds need to comply with the initial disclosures by that date. Members of our Investment Management and ERISA teams will provide you with an overview of the 408(b)(2) disclosure regulations and help you proactively prepare for compliance.