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Spectrum Pension Consultants (part of Daybright Financial)
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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Stones River Consulting
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Director, Strategic Accounts and Channel Development July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Director of Regulatory Operations and Compliance PCS Retirement
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Independent Retirement
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Attorney Work Product in the ERISA Context (PDF)
The Wagner Law Group in Benefits Law Journal 
Mar. 25, 2022 17 pages. "Rooted in the common law of trusts, the fiduciary exception is based upon the rationale that the benefit of any legal advice obtained by a trustee regarding matters of plan administration runs to the beneficiaries. ... Applying the ERISA fiduciary's role to the role of trustees at common law, courts have relied upon one of two related rationales in recognizing the fiduciary exception." MORE >> |
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