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ERISA: Who are These Fiduciaries (And What are These Weird Numbers)?

FIS Relius Education

Nov. 6, 2014
Recorded Online

12:00 PM (ET)

Speaker: S. Derrin Watson, J.D., APM

ERISA’s fiduciary landscape is surprisingly complex, and changes to that landscape are looming right around the corner. This fast-paced hour will paint a clear picture and show how the different types of fiduciaries can apply to the plans you serve.

Topics include:

  • Functional fiduciaries
  • Investment advisor limitations and proposals
  • 3(16), 3(21), and 3(38) fiduciaries
  • Outsourcing pros and cons
  • Fiduciary liabilities
  • Disclosure responsibilities arising from fiduciary status

Continue by clicking on the following link:

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