Meetings and Resources: Higher Education Sector

Meetings and Resources: Higher Education Sector

Members of the Executive Leadership Forum have access to solutions based meetings and valuable commentaries on pressing issues.

Next Meeting for the Higher Education Discussion Group:

Compelling Questions Raised by Fiduciary Lawsuits
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August 22, 2017
11:00 am PT | 1:00 pm CT | 2:00 pm ET

The wave of lawsuits alleging violations of fiduciary duty that are sweeping across the university and college community will be discussed and examined. The goal is to identify the issues that triggered the lawsuits and identify practical strategies to avoid them. Discussion will be led by…

  • Eric Paley, who is a nationally recognized Partner and Practice Group Leader, Labor & Employment with Nixon Peabody LLP; and
  •  

  • Ronald E. Hagan, who is Chairman of the Fiduciary Standards Committee of Roland|Criss, which is a leader in the governance, risk management, and compliance sector for ERISA qualified plans.

Issues discussed by our experts will include:

  • Overview of the fiduciary risk environment
  • Factors that fostered the current state of affairs
  • Common allegations made in fiduciary lawsuits
  • Ramifications on plan fiduciaries when such allegations are upheld by the courts
  • Updated best practices for 403(b) plan sponsors
  • Structure of a fiduciary internal controls framework
  • Antidotes for fiduciary risk
  • The forensic assessment
  • And more.

You will have the opportunity to direct your own questions regarding fiduciary risk management to our panel of
experts

This meeting will take place via teleconference. Login credentials will be sent to each member’s e-mail account two days prior to the meeting date.

Resources

Forum members are included in the release of risk management opinions and guidelines written by subject matter experts.

A just completed risk management examination of the higher education community titled “Report on the Roland|Criss 2017 Fiduciary Risk Management Study” will provide a backdrop for the group’s discussion. The report is available for all registered members of the Forum.

If you are not a member but would like to expand your professional skills and affiliations, you are invited to inquire about participation in the Roland|Criss Executive Leadership Forum.

Forum