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Flexible Content

Fiduciary Responsibility for ERISA Plans

Course Details


Fiduciary Responsibility for ERISA Plans (IFEBP)

This course is designed to help fiduciaries understand their responsibilities and avoid penalties and personal liability. Implications of co-fiduciary liability, delegation of duties, and the importance of establishing and following policies and procedures are reviewed.

Course Level
(Experienced)
Language(s)
English
Average Completion Time
2-4 Hours
Topics
  • Examining the Fiduciary Role
  • Fiduciary Duties
  • Policies and Procedures
  • Delegation to Service Providers
  • Fiduciary Status of Investment Professionals
  • Enforcement of Fiduciary Responsibilities