How Not To Become a Fiduciary

David Guadagnoli will present "How Not To Become a Fiduciary" at the virtual CCA Enrolled Actuaries Conference on May 7, 2021.

ERISA litigation is on the upswing and a core issue often involves identifying plan fiduciaries. Speakers provide an overview of the basic roles and responsibilities of key players with respect to an ERISA plan. The panelists then explore how the fiduciary rules commonly intersect with the work of an Enrolled Actuary and how that actuary can avoid inadvertently becoming a fiduciary.

Registration information can be found here.