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View More FIS Relius Education Webcasts and Conferences

Fiduciary Duties in 2019 [2019]

FIS Relius Education

Dec. 5, 2019
Recorded Online
Webcast

ERISA’s fiduciary landscape is surprisingly complex, and the last several years have brought (and rescinded) changes to that landscape. With all of the focus on the DOL’s fiduciary regulations, the BICE, and Regulation Best Interest, these changes have only increased confusion and misunderstanding.

This fast-paced session will review the current fiduciary landscape and provide some clarity and understanding as to how the different types of fiduciaries can apply to the plans you serve.

Topics include:

  • Who is a fiduciary
  • Functional fiduciaries
  • Investment advisor limitations and proposals
  • 3(16), 3(21), and 3(38) fiduciaries
  • Fiduciary liabilities
  • Co-fiduciary liability
  • Disclosure responsibilities arising from fiduciary status
  • Fiduciary standards
  • Partial relief through participant direction
  • Reporting requirements to the government
  • Disqualified persons
  • Parties-in-interest
  • What is prohibited
  • Penalties and tax returns

After attending this Web seminar, an attendee should be able to:

  • Determine whether someone is a fiduciary, or some other disqualified person
  • Identify activities which make someone a fiduciary
  • Distinguish between fiduciary rolls
  • Advise a client on the advantages and disadvantages of outsourcing
  • Comply with DOL disclosure requirements relating to fiduciaries
  • Identify common prohibited transactions
  • List the penalties associated with prohibited transactions

Speaker: David Schultz, J.D.

More Information, How to Register

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