ERISA Retirement and Pension Plans: Service Provider Agreements

Avoiding Legal Pitfalls in Negotiating, Drafting and Monitoring Agreements

This CLE webinar will prepare counsel to advise clients on negotiating and entering into service provider agreements for retirement plans. The panel will explain best practices for complying with federal regulations while addressing practical business concerns.

The panel will review these and other key questions:

• What determines whether a provider is a fiduciary under ERISA—and what are the ramifications of that determination?
• What are the ERISA-required provisions and disclosures that need to be included in the service provider agreement?
• What additional negotiating concerns are raised by ERISA rules?

For additional information, please visit the Strafford website.