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Jake Linney, Regional Director, Pentegra Services, Inc. to Speak at KCís Event

New York, NY, May 21, 2015 --( The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today Jake Linney, Regional Director, Pentegra Services, Inc. will speak at the Knowledge Congress’ webcast entitled: “ERISA's Fiduciary Trap: An Update on What Service Providers and Plan Sponsors Should Know LIVE Webcast” This event is scheduled for May 26, 2015 @ 12:00pm-2:00pm (ET).

For further details, please visit:

About Jake Linney

Jake Linney is a Regional Director at Pentegra Services, Inc. He specializes in plan design for complicated employer situations, multiple employer plans and 3(16) fiduciary administration. Jake is an advocate for pension education and has taught more than 100 training classes on topics ranging from retirement plan fundamentals to advanced consulting practices. He serves on ASPPA’s Retirement Plan Academy where he works on a variety of retirement plan credentials and certificate programs. Jake is also a frequent writer and speaker to the retirement plan community.

About Pentegra Services, Inc.

Pentegra Retirement Services is a leading provider of retirement plan and fiduciary outsourcing solutions to organizations nationwide. Pentegra serves as ERISA Fiduciaries for nearly 1,000 employers nationwide. Founded by the Federal Home Loan Bank System in 1943, Pentegra offers a broad array of retirement plan solutions, including Multiple Employer Plans (MEPs) and Group Trusts, as well as single employer 401(k) plans, Defined Benefit Pension plans, Cash Balance plans, 412(e)(3) Fully Insured Defined Benefit plans, Split Funded Defined Benefit plans, KSOPs, ESOPs, Profit Sharing plans, Age-Weighted plans, New Comparability plans, 457(b) and 457(f) plans, 403(b) plans, 401(a) plans, Section 79 plans, Non-qualified Executive Benefit and Director plans, benefits financing solutions using BOLI and a broad array of TPA services. In addition Pentegra also serves the needs of institutional investors, offering partial or complete investment outsourcing capabilities.

KC Event Synopsis

The panel of key thought leaders and practitioners will explain fiduciary fundamentals and discuss updates on the latest developments and issues for plan sponsors and service providers, including the DOL’s recently re-proposed Conflict of Interest regulation, functional fiduciary concerns, post-Dudenhoeffer fall-out for employer stock issues, implications of “excessive” fee litigation against service providers and plan sponsors, and updates on remedies. This live two-hour webcast will alert you to foundational and emerging issues, provide guidance on how to avoid common pitfalls and risks, and review key challenges and updates that plan sponsors and plan service providers should know.

Topics to be covered in this course include:

Risks that Service Providers and Plan Sponsors face under ERISA
Implications of the Re-Proposed Conflict of Interest Regulation for Service Providers and Plan Sponsors
Fundamental and Functional Fiduciary Issues
Emerging Trends and Risks in Employer Stock for Plan Sponsors post-Dudenhoeffer
Key Takeaways from Recent Major Fee Litigation (and Settlements), including the latest from the Supreme Court in Tibble v. Edison International
Post-Amara Remedies and Rochow v. LINA
Compliance and Best Practices

About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series

The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. For further details, please visit:
Contact Information
The Knowledge Congress
Thomas LaPointe, Jr., Executive Director
Therese Lumbao, Director
Account Management & Member Services

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