Emily Hootkins will be speaking during the session “Benefit Claims” at this event hosted by Financial Research Associates.
The Fiduciary Institute is a full-day program presenting the current best thinking and practical guidelines for good plan governance in the challenging environment of private class actions on fiduciary responsibility, enhanced governmental and financial audits, plan investments, and other emerging challenges. Panels of experienced ERISA attorneys, in-house fiduciaries, investment professionals, and government speakers will address fiduciary governance standards and best practices, updates on significant ERISA fiduciary court cases, best practices of investment fiduciaries, 401(k) plan investments, best practices for vendor arrangements, and more.
This session will review the ERISA benefits claim and appeal process and explore recent case law and regulatory developments that demand more rigorous adherence to fiduciary’s “full and fair review” obligations.
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