ERISA Fiduciary Roundtable for Outsourced Chief Investment Officers

As ERISA and employee benefit plan interest in outsourced chief investment office (OCIO) services continue to grow, the fiduciary team at Morgan Lewis is putting together an invitation-only virtual roundtable to discuss ERISA fiduciary compliance and other hot topics for the lawyers and professionals that support OCIO offerings to ERISA and other employee benefit plans.  

Topics will include:

• Considerations for OCIO agreements with plan clients
• Managing a client’s plan and nonplan assets on a side-by-side basis
• A refresher on ERISA fiduciaries and fiduciary responsibilities
• An update on current regulatory and ERISA litigation issues impacting OCIOs
• The development and evolution of the pooled employer plan (PEP) marketplace and considerations and opportunities for OCIOs

We hope you will join us for a lively and interactive panel discussion of these topics and any others that may be on your mind.