Vol. 48, No. 9
Sources of Information and Training
The Employee Benefits Security Administrationoffers complete information about ERISA, compliance assistance, government enforcement, reports and more. Includes two ERISA Advisory Council reports:
The Center for Fiduciary Studies(412-390-5080), offers a 2.5-day educational program on investment management at the University of Pittsburgh, at Stetson University in Celebration, Fla., and online.
Fiduciary College, Stanford University School of Law(650-723-5905), offers a two-day program on fiduciary duties and best practices for trustees and senior managers.
Mid-Sized Pension Management Conferences(919-541-2008), by University Conference Services, are held five times per year in various cities for sponsors of plans with assets of $1 million or more. The next conference is Oct. 26-29 in Chicago.
Prudent Investment Practices: A Handbook for Investment Fiduciaries, by the Foundation for Fiduciary Studies. Center for Fiduciary Studies, 2003. For copies, contact the Foundation, www.ffstudies.org.
ERISA Fiduciary Answer Book, by David R. Levine and Tess J. Ferrera. Panel Publishers, 2001. $170. The book is updated every year with a separate supplement available for purchase.