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Meeting Your Fiduciary Responsibilities Under ERISA

Lorman Education Services

Apr. 9, 2014
Recorded Online

1:00 - 2:30 pm EST

After listening to this live webinar and reviewing the associated PowerPointŪ slides, you should have a comprehensive and practical understanding of your or your clients' fiduciary duties with respect to 401(k)'s and other retirement plans. The webinar will cover what ERISA's fiduciary duties are, when and to whom they apply, and practical strategies used by fiduciaries to avoid fiduciary status where advisable, satisfy your fiduciary duties when necessary and appropriate, and guard yourself from exposure to liability for alleged breaches of fiduciary duties.

Learning Objectives:

  • You will be able to identify which plans are subject to ERISA.
  • You will be able to discuss special rules for employer stock and ESOPs.
  • You will be able to explain fiduciary liability insurance.
  • You will be able to review DOL enforcement activities.

Continue by clicking on the following link:

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