Roberta J. Ufford
Partner
GROOM LAWGROUP
Washington, D.C.
This session provides an update on the new and changing legal
requirements under ERISA relating to 401(k) and other taxqualified
plans and IRAs. Attendees will gain an understanding of a survey of
recent litigation trends, investment advice programs for IRAs and plan
participants, and disclosure to 401(k) plan participants. Valuation,
delinquent contributions, correction of prohibited transactions, and
other issues that are highlighted in the current economic climate will
also be discussed.