A Strategic View of Advisor Management and Fiduciary Responsibility

New England Employee Benefits Council
June 1, 2007

David Guadagnoli, a Tax Partner in Sullivan & Worcester's Employment & Benefits Group, spoke at this program. Topics will include:

How much does your retirement plan pay in fees, both billed and investment-related? Are those fees reasonable?
What guidance has been issued by the government?
How can Plan Sponsors mitigate the risk of being a fiduciary?
Are fiduciary standards different for DB plans than DC plans? What are the differences?
What is the effect of delegating specific services to others?
How should fees be communicated to plan participants?