301 - Fiduciary Responsibility: I am a Fiduciary Now What?

Member Price $300.00
Non-Member Price $200.00

(Polling Included) Fiduciaries play a vital role in administering retirement plans, and the stakes are high, as a breach of duties can lead to personal liability. The speakers cover who is considered a plan fiduciary, the roles and responsibilities of a fiduciary, and best practices for protecting oneself in the event of a lawsuit or government audit.

Speakers:

Michael S. Clark

River and Mercantile

Derek N. Guyton

Edward M. Pudlowski

MorningStar Actuarial Consulting, LLC

James L. Jones - EY

Tasha Eurich

Credits:

CPD Credit EA Core Credit EA Ethics Credit EA Non-Core Credit EA Formal Credit