Featured Jobs
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Pentegra
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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MAP Retirement
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BPAS
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Retirement Plan Consultants
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Southern Pension Services
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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July Business Services
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“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Trap for the Unwary: Employee Benefit Plans and the Fiduciary Exception to the Attorney-Client Privilege
The Metropolitan Corporate Counsel 
June 28, 2014
"Both the settlor exception and the liability exception to the fiduciary exception are grounded in the identity of interest between the fiduciary and beneficiary. The attorney-client privilege tends to be preserved where the fiduciary's interest and the beneficiary's interest have sufficiently diverged.... Indicative of divergent interests is the retention of counsel by a beneficiary, the threat of litigation, and the discussion of potential litigation."
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