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International Foundation of Employee Benefit Plans

Erisa Fiduciaries: Current Refresher on Who They Are, What They Must do

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Description

Determining who has ERISA fiduciary status right now, and what their responsibilities are can be confusing. In 2016, the Department of Labor (DOL) issued a rule redefining the meaning of the term “fiduciary” as it applies to investment professionals. In 2018, before the rule was fully in effect, a federal court vacated the rule. This session will cover who is considered an ERISA benefit plan fiduciary today, and what one should be doing. This webcast will serve as a refresher on the current definition of ERISA fiduciaries.

Key takeaways include:

  • Who is an ERISA fiduciary?
  • What are the different types of ERISA fiduciaries?
  • What does it mean that the definition of ERISA fiduciary is functional?
  • What types of decisions do ERISA fiduciary duties apply to?
  • What are the ERISA fiduciary duties?
  • What is ERISA co-fiduciary liability?
  • What are the consequences of violating ERISA fiduciary duties?
  • What can ERISA fiduciaries do to protect themselves from liability?

Experts

Mr. Grieb is the director of regulatory services for Empower Retirement. He has practiced in a variety of employee benefits areas, including retirement plans, health plans, cafeteria plans, single and multiemployer plans, and executive compensation. Mr. Grieb received a J.D. degree with highest d...