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ERISA Fiduciary Training : What is Required of ERISA Fiduciaries and Those They Supervise? (Audio CD-ROM) |
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ARE YOU AWARE THAT COMPLETING FIDUCIARY TRAINING
WILL HELP YOU DEFEND YOUR ACTIONS AS AN ERISA FIDUCIARY?
WHAT DO RECENT DEVELOPMENTS MEAN FOR ERISA FIDUCIARIES AND THEIR STAFFS?
PROGRAM INFORMATION
Due to recent DOL regulations and court cases, there may soon be more fiduciaries subject to ERISA's standard of care and potential personal liability. This session explores these developments and kicks off a planned series of RPTE training programs for ERISA fiduciaries and for the non-fiduciaries who act on their behalf. This introductory program explores the foundational principles that govern the allocation and performance of ERISA fiduciary duties, as they are evolving in an era of market disruption and enhanced regulatory oversight.
The panel includes a former Tax Section Chair and editor of BNA's ERISA Fiduciary Law. The panel also includes two experienced DOL attorneys who bring to this task the insights they gained as in-house trainers of DOL staff engaged in enforcing ERISAs fiduciary rules.
Fiduciary training offers significant protection to fiduciaries and their plans. We have designed this program to appeal to both attorney and non-attorney fiduciaries, as well as those who support their efforts. This session should be of interest to anyone who can benefit from an introduction or refresher in ERISA fiduciary rules and practices. Consider recommending that your clients or your staff participate. Watch for future sessions focusing on specific aspects of fiduciary performance.
MODERATOR: Peter M. Kelly, Blue Cross Blue Shield Association, Chief Employee Benefits Counsel, Chicago, IL
PANELISTS:
Fil Williams, Department of Labor EBSA, Senior Benefits Law Specialist, Washington, DC
Katherine D. Lewis, Department of Labor EBSA, Senior Benefits Law Specialist, Washington, DC
Susan P. Serota, Pillsbury Winthrop Shaw Pittman, LLP, New York, NY
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