Emily Costin will moderate a panel hosted by the American Bar Association (ABA) Joint Committee on Employee Benefits (JCEB). The recent uptick in class action litigation related to fees and investments in 401(k) plans of all shapes and sizes has plan sponsors and fiduciaries losing sleep — worried they may be the next target. This panel will discuss best practices to prepare for a lawsuit before one is filed.
Featured topics will include:
- How to respond to a request for documents and information under ERISA Section 104(b)
- How to best maintain and preserve plan-related documents
- When and how to involve fiduciary insurance carriers, and related privilege considerations.
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