transcript   Transcript

Fiduciary Training

Recorded on: Mar. 21, 2017
Running Time: 01:40:20

Full Transcript:

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Taken from the Web Program ERISA Fiduciary Investment Basics 2017 recorded March, 2017 in New York.

Fiduciary Training [01:40:20]

Through the process of a fiduciary training session with a company’s human resources director, review the roles and functions of a fiduciary, plan sponsor and plan administrator: 

  • ERISA’s fiduciary responsibility rules
  • Delegation of fiduciary responsibility
  • Co-fiduciary liability
  • Fiduciary liability insurance and bonding requirements
  • Settlor Functions
  • Prohibited transactions, parties in Interest and exemptions.
  • Plan investments

Linda J. Haynes, Howard Pianko, Jennifer F. Whetsell

The purchase price of this segment includes the following article from the Course Handbook available online:

  • ERISA Fiduciary Duties: Overview
    Howard Pianko

Presentation Material

  • Fiduciary Training: ERISA Duties & Obligations
    Linda J. Haynes, Howard Pianko, Jennifer F. Whetsell
Linda J Haynes ~ Seyfarth Shaw LLP
Howard Pianko ~ Seyfarth Shaw LLP
Jennifer F Whetsell ~ Associate General Counsel, Labor & Employment, Visiting Nurse Service of New York
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