Employee Benefit Plan Fiduciary 101 Webinar
What do employee benefit plan administrators, plan sponsors, trustees, plan committee members, investment managers, investment advisors, human resources professionals, officers of a plan sponsor and directors of a plan sponsor have in common? These individuals may be considered a retirement plan fiduciary.
Under the Employee Retirement Income Security Act of 1974 (ERISA), a person or entity is considered a fiduciary if they exercise discretionary control over plan management, exercise discretionary authority or control over plan assets, have discretionary authority for plan administration or give investment advice for a fee.
Are you aware of the potential liabilities plan fiduciaries face under ERISA? Join us for a live webinar Wednesday, May 22, at 11 a.m. to better understand your fiduciary responsibilities and confidently manage your retirement plan. The webinar will be facilitated by Scott Brandt, Audit Partner and Construction Industry Group Leader and, presented by Barbara Hall, Audit Services Manager.
Topics covered will include:
- Definition of Fiduciary Responsibilities
- Understanding and Limiting Liability
- Prohibited Transactions
- Required Plan Communications
- Meeting Day-to-Day Fiduciary Responsibilities
This webinar qualifies for 1 Continuing Professional Education (CPE) credit.