Fiduciary Best Practices – Let’s Talk About it!

American Bar Association Joint Committee on Employee Benefits [JCEB]

The panelists will discuss:

• What it means to be a plan fiduciary and the importance of prudent processes and procedures;
• What it means to be a plan fiduciary with respect to the investment of plan assets;
• What roles the plan fiduciary retains (and maintains) when it outsources some or all of its responsibilities;
• The importance of education, monitoring, and coordinating; and
• Why it all matters – mitigating risks and dealing with deficiencies.

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