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.
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What It Means to Be a Fiduciary with Marilyn Monahan
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