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Are You Properly Mitigating Risk? Assess Your Fiduciary IQ.

A few weeks ago, Dr. Susan Mangiero and I jointly presented a webinar on the topic of pension risk management and fiduciary liability with a particular emphasis on public plans. My comments reflected my unique experience as the former executive director of the $17 billion Indiana Public Employees' Retirement Fund (PERF). Dr. Mangiero shared her views as an independent risk management and valuation consultant, author, trainer and expert witness. Click here to download the 25-page webinar transcript for public pension fiduciaries, "Are You Properly Managing Risk? Assess Your Fiduciary IQ." Comments about ERISA plans are provided when applicable. The following topics are among the highlights of the presentation:

  • Public Pension Transparency Act
  • Discount Rate Choice
  • Dodd-Frank Wall Street Reform and Municipal Advisor Registration
  • Expanded Definition of ERISA Fiduciary
  • Fee Disclosure Under ERISA 408(b)(2)
  • Failure to Pay and Actuarially Required Contribution (ARC)
  • Benefit Reductions
  • RFP Process
  • Fiduciary Audits
  • D&O Policy Review
  • Vendor Contract Examination
  • Qualitative and Quantitative "Investment Risk Alphabet Soup"
  • Interrelated Risk Factors
  • Key Person Risk
  • Hard to Value Investing
  • Model Risk
  • Stress Testing
  • Pension Litigation
  • Fiduciary Breach Vulnerability
  • Characteristics of a Good Model
  • Side Pockets and Investment Performance

For more information, contact the Labor and Employment Practice Group at Bingham Greenebaum Doll.

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