Format: Webcast/Audio Conference/Interview/Podcast |
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| Title: |
| Date / Time: |
Recorded |
| Format: |
Audio Conference |
Description:
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As a plan fiduciary, your personal assets—including your house, bank accounts, and cars—are at risk if you fail to meet your fiduciary duties. With so much at risk, employers and plan fiduciaries must learn how to comply with ERISA's strict fiduciary duties.
The training program explains in easy-to-understand terms what it means to be a plan fiduciary. The program provides practical tips and an effective, ten-step approach to help fiduciaries avoid personal liability, protect plan participants, and facilitate a plan structure that protects responsible fiduciaries.
To help you better understand the difficult dilemmas facing plan fiduciaries, the Program also provides real-life examples of common fiduciary issues, including in-depth explanations discussing how best to deal with these difficult issues.
Learning Objectives:
By attending this program, you will learn:- Who should serve as a plan’s named fiduciary, how to identify those that serve as discretionary fiduciaries, and how to protect other employees from being labeled as a plan fiduciary
- What duties ERISA imposes on fiduciaries and how fiduciaries can meet these strict fiduciary standards
- The importance of carefully drafted plan documents, committee charters, and investment policies that adequately protect plan fiduciaries
- The importance of adequate documentation of plan-related decisions and other administrative measures you can take to protect plan fiduciaries
- The serious consequences plan fiduciaries may face if they violate their fiduciary duties
- The proper way to deal with common, but tricky dilemmas plan fiduciaries encounter in carrying out their duties
- Protective measures you can take to secure plan fiduciaries’ personal assets in the event they are sued for breach of fiduciary duty
About Your Speaker
Richard Helmreich, a partner and Employee Benefits Practice Group leader at Porter, Wright, Morris & Arthur LLP, regularly counsels clients regarding all types of employee benefit plans, including tax-qualified retirement plans, health and welfare plans, nonqualified plans, executive compensation arrangements, and equity-based incentive programs.
Mr. Helmreich served on the ERISA Advisory Council with the U.S. Department of Labor in 2007-2009, is ranked by Chambers USA as a leading attorney in Employee Benefits and Executive Compensation, and is listed in The Best Lawyers in America® for Employee Benefits Law. 
PHR / SPHR Credits!
This program has been approved for 1.5 recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. The use of this seal is not an endorsement by HRCI of the quality of the program. It means that this program has met HRCIs criteria to be pre-approved for recertification credit.
Cannot Attend The Live Presentation?
This presentation is also available on CD after the initial broadcast. |
| 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 a 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. |
| Licenses / Designations / Educational Credits: |
PHR / SPHR Re-Certification Credits
All US States: 1.5 |
| About The Provider: |
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