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ERISA Fiduciary Duties: How to Be Ready to Defend Your Decision


July 3, 2019
Recorded Online

Are you prepared to defend the choices made by your fiduciary? How do you avoid inadvertent fiduciaries? How do you responsibly diversify your fiduciaries’ risks? Are you ready to protect your fiduciary in light of recent cases, such as Sweda v. University of Pennsylvania, the unexpected Third Circuit decision which allowed circumstantial evidence from which the court could “reasonably infer” that a fiduciary breach had occurred to defeat a Motion to Dismiss in one of the 403(b) cases? How nerve-racking have conflicts of interest become?

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