ERISA Fiduciary Annual Training
- ERISA Fiduciary Training
March 5, 2020
8:30 am - 11:00 am
Both the Department of Labor and plaintiffs’ attorneys continue to focus on holding qualified plan fiduciaries responsible for their actions or inactions. With personal liability at stake, it is essential that fiduciaries be well trained and able to represent that fact to the DOL and to employee benefit plan auditors.
Hinkle Law Firm LLC has developed this unique training session specifically for plan fiduciaries. It will be conducted by Eric Namee, who has more than 34 years of experience in assisting clients with qualified plan compliance and handling DOL audits. This 2-hour session is designed to provide current, practical, and detailed guidance to those who serve in a plan fiduciary capacity.
Over the past several years, Eric has conducted fiduciary training sessions for sold out crowds. [He has also conducted private training sessions for plan investment committees and would be happy to do so for clients who prefer that.] This year’s annual training session was designed to provide the training in a cost-effective group format at a cost substantially lower than that of a private session. Sign up now to reserve your seat.
Topics to be Covered Include:
- Fundamentals of Fiduciary Responsibility
- Documentation Essentials
- How to Select and Monitor Plan Service Providers
- Tips on How to Mitigate Potential Fiduciary Liability
- How to Properly Evaluate and Disclose Plan Expenses
- Lessons to be Learned From Recent Fee Litigation
- Fiduciary Best Practices
Attendees will receive a Certificate of Attendance documenting their participation, which can be provided to DOL and plan auditors.
Who Should Attend?
Anyone who has fiduciary responsibilities or who regularly works with someone who has fiduciary responsibilities, including Plan Trustees, Plan Investment Committee Members, Plan Administrators, Human Resource and Benefits Managers. The training will also be useful to Plan Investment Advisors, Attorneys, Accountants, and Insurance Professionals.
Who Will Be Conducting the Training?
Attorney Eric S. Namee
How Much Does It Cost?
The registration fee (including light refreshments) is $190 per attendee. Additional participants from the same employer may attend for a registration fee of $170 each.
Cancellations will be accepted up to two days prior to the event. You can transfer your registration at any time. If you have questions, please contact Melissa Smith at firstname.lastname@example.org.
Venue: Hinkle Law Firm LLC