Format: Webcast/Audio Conference/Interview/Podcast
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|Date / Time:
|| Audio Conference
||The Employee Retirement Income Security Act of 1974 ("ERISA") imposes fiduciary duties on persons involved with employer-sponsored retirement and health and welfare plans, including those persons who have discretionary responsibility in the administration of such plans.
Some courts have referred to ERISA's fiduciary standards as the highest known to the law, and fiduciaries can be held personally liable for breaching their duties.
If you are involved with an employee benefit plan subject to ERISA, it is critical that you know when you are acting in a fiduciary capacity and, if so, with what standards you must comply.
This audio conference is intended to help you understand ERISA's fiduciary duties relating to employer-sponsored benefit plans.
By attending, you will learn:
About Your Speaker
- Which positions always carry with them fiduciary status
- The fiduciary duty to monitor
- The meaning of ERISA's fiduciary duties of loyalty, prudence, diversification, and the duty to act in accordance with plan documents
- The difference between fiduciary functions and settlor activities
- The importance of becoming familiar with the documents and instruments governing a plan
- Criteria to apply when selecting plan service providers
- Which expenses may be paid from plan assets
- Why meeting minutes should be kept
- Other fiduciary best practices
Joseph A. Garofolo, Esq. is the Managing Attorney of Garofolo Law Group, P.C., a boutique employee benefits law firm. He advises clients regarding fiduciary compliance, service provider arrangements, and various other issues relating to the design, management, and administration of employee benefit plans.
He also advises clients regarding matters initiated by the United States Department of Labor, Employee Benefits Security Administration, and represents clients involved in ERISA litigation.
In 2012, Mr. Garofolo was selected by California Lawyer magazine as a recipient of the California Lawyer Attorneys of the Year (CLAY) Award in the field of employee benefits. CLAY Awards honor California attorneys who have profoundly impacted the law.
Cannot Attend The Live Presentation?
This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
|About Webcasts / Audio Conferences / Podcasts:
||Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.
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