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

(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.


Mr. David C. Kaleda

Groom Law Group, Chartered

Mr. Dominic DeMatties

Thompson Hine LLP

Mr. Scott A. Hittner

October Three LLC

Nicole Marie Lambert

State Farm


CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50