|Production Date:||May 15 2012|
The Employee Retirement Income Security Act of 1974 (ERISA), established a number of firm standards for pension and health plans in private industry to protect the interests of individuals participating in those plans. Under ERISA, fiduciaries have specific responsibilities and duties to which they must adhere. Join Attorney Stephen Herbes as he explains fiduciaries status, duties, and investing with regards to ERISA.
I. Employee Welfare Benefit Plan
II. Are you a Fiduciary?
III. Fiduciary Status
IV. Fiduciary Duties
V. Fiduciary Investing
VI. Fiduciary Exposure
James (Florham Park, NJ)
Excellent overview. Well organized. Easy to follow.
Pamela (Rochester, NY)
great presentation on timely topics