What It Means to Be a Fiduciary with Marilyn Monahan episode artwork

EPISODE · May 14, 2021 · 1H 13M

What It Means to Be a Fiduciary with Marilyn Monahan

from Driving with Dickerson Insurance Services · host Dickerson Insurance Services

Under ERISA, those who manage employee benefit plans are fiduciaries. Understanding what it means to be a fiduciary, and what responsibilities a fiduciary has to plan participants, is a critical part of plan administration.  This program will provide an overview of who qualifies as a fiduciary, what it means to be a fiduciary, and what actions fiduciaries should (and cannot) take.  A discussion of tips, best practices, and resources will be included.

Episode metadata supplied by the publisher feed · Published May 14, 2021

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What It Means to Be a Fiduciary with Marilyn Monahan

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