“A pure heart and an empty head”, as expressed in one court case, will not satisfy the fiduciary standards required for ERISA plans. “Good intentions” will not suffice. You probably have already read about it in the news… plaintiff’s attorneys are now filing charges against employers and the members of retirement committees for failure to meet their fiduciary duties. A prudent response might be to identify the standards of fiduciary practice associated with fiduciary duty imposed on decision-makers for ERISA plans. Now that everyone is marketing services under the fiduciary banner, our goal is to separate fact from fiction by equipping you with a working plan for specific fiduciary duties and relating it to a course of action.
Approximate Presentation Time: 30 or 60 minutes