Greenline Wealth Management
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New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Retirement Solutions Specialists
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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Fringe Benefit Group
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Webinars and Podcasts |
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Conferences (In-Person or Virtual) |
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Legal Ethics in Employee Benefits: The Fiduciary Exception and Other Practice DilemmasALI CLE [American Law Institute Continuing Legal Education] |
Aug. 19, 2021 Recorded Online Webinar |
All attorneys face ethical conundrums, but each practice area comes with its own unique circumstances particular to their type of work and clients. Rather than listening to someone explain how to handle a situation that is not relevant to you, take this opportunity to hear about the issues that you – an employee benefits practitioner -- actually deal with in your daily practice! In this webcast, the faculty will examine ethical situations in representing employee benefit plans and plan sponsors, fiduciaries, trustees, and plan service providers. Our faculty -- two highly experienced ERISA litigators -- will discuss issues implicated by the representation of multiple parties in employee benefit plan transactional work as well as litigation, providing guidance as to the most relevant Model Rules relating to joint representations. Particular emphasis will be placed on the fiduciary exception to the attorney-client privilege. Join us for an engaging discussion that will give you guidelines for the future AND resonate with your practice. What You Will Learn
Faculty:
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