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