Retirement Plan Governance for Multinational Companies: Best Practices for Plan Sponsors

Management of Plan Assets, Compliance in Multiple Jurisdictions, Minimizing Liability

This program has been cancelled

A live 90-minute CLE webinar with interactive Q&A

Tuesday, April 24, 2018 (Tomorrow)

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

This CLE webinar will provide benefits counsel and advisers guidance on effective governance and risk management structures for retirement programs of multinational companies. The panel will discuss critical planning methods for retirement plan governance and the legal and regulatory pitfalls encountered by cross-border organizations.


The governance of the retirement plans of multinational companies is an issue that can incur heavy penalties and fees if not properly managed by plan sponsors. Creating and implementing methods for effective compliance structured around enabling robust governance principles can protect plan sponsors and fiduciaries from potential claims, regulatory investigations and penalties.

Retirement funds of multinational companies typically hold assets located in multiple jurisdictions across the world. Companies that engage in these arrangements are subject to a variety of laws and regulations that require benefits counsel and advisers to possess the necessary expertise to identify compliance risks, implement effective plan management and monitoring procedures, and acquire techniques for handling potential local government investigations.

Listen as our panel provides guidance on the complex rules and regulations impacting the governance of retirement plans of multinational companies, methods to ensure cross-border compliance, and best practices in handling participant claims and local government investigations.



  1. The complexities of multinational retirement plan governance
  2. Legal and regulatory compliance risks and pitfalls for plan sponsors
  3. Retirement plan governance and oversight of subsidiaries abroad
  4. Handling local government investigations and plan participant lawsuits
  5. Best practices and planning techniques for retirement plan governance of cross-border organizations


The panel will review these and other key issues:

  • Identifying the inherent risks of retirement plans for multinational companies
  • Developing effective methods for multi-jurisdictional compliance
  • Local government investigations and oversight
  • Assessing risk and management structure of retirement programs
  • Lesser-known compliance issues for retirement plan governance of cross-border organizations
  • Handling plan participant lawsuits and minimizing liability


Rosenberg, Stephen
Stephen D. Rosenberg

The Wagner Law Group

Mr. Rosenberg is an experienced ERISA and business disputes lawyer with substantial expertise in ERISA litigation,...  |  Read More

Kennedy-C. Edward
C. Edward Kennedy, Jr., CPA, JD
Managing Director
C. Edward Kennedy Jr.

Mr. Kennedy has more than 36 years of experience dealing with a variety of international tax matters, specializing in...  |  Read More