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.

Speakers:

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

Credits:

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