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Understanding the roles and responsibilities of a plan fiduciary

Topic

Retirement Savings and Income Planning

Program ID

311964

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

Learn more about your fiduciary responsibilities. We cover a variety of topics, such as the fundamentals of ERISA, the fiduciary duties it creates for financial professionals and strategies that will help you navigate through the fast-changing regulatory environment. Listen to the discussion from our own experts—Chris Frank, head of DC consulting, and Edward Pirrera, director, senior ERISA consultant

Learning Objectives

• Learn the fundamentals of ERISA • Identify who is a fiduciary under ERISA • What are fiduciary responsibilities • What is the role of the DOL and IRS when it comes to fiduciary audits? • What are fiduciary best practices?