ERISA Fiduciary Investment Basics 2021: Fiduciary Training

Live Webcast (ET)

Cassandra Labbees, Member of the Firm, will co-present "Fiduciary Training" during ERISA Fiduciary Investment Basics 2021, a full-day CLE webcast hosted by the Practising Law Institute (PLI).

Ms. Labbees will review the roles and functions of a fiduciary, plan sponsor, and plan administrator.

Topics include:

  • 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
  • Understand the role of an independent fiduciary

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