Independent Fiduciary and Annuity Contracts

Join us to hear from Morgan Lewis lawyers on recent developments in independent fiduciary and annuity contracts related to defined benefit plan termination activities.

Topics will include:

• Brief fiduciary responsibilities refresher
• Contracting considerations for independent fiduciaries
• Contracting considerations for annuity providers
• Confirming wind-down of service provider relationships and securing data that must be maintained for six years following termination