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Key Topics to Include in Any ERISA Fiduciary Training Program
Thompson Coburn 
Apr. 5, 2018 "[1] Who is an ERISA fiduciary? ... [2] Settlor functions versus fiduciary functions ... [3] Identifying the ERISA plans of the employer ... [4] Description of ERISA fiduciary duties ... [5] Self-dealing and conflicts of interest ... [6] Prohibited transactions and exemptions ... [7] Limited liability for participant-directed investments ... [8] Favorable standard of review ... [9] Governance ... [10] Fiduciary insurance." MORE >> |
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