American Bar Association American Bar Association

Mission: Possible - Understanding ERISA's Fiduciary Requirements

SPONSORS: The Sections of Business Law; Health Law; Labor and Employment Law; Real Property, Trust and Estate Law; Taxation; Tort Trial and Insurance Practice; and the American College of Employee Benefits Counsel

Program Information

Untitled Document

A 90-minute TeleConference
THURSDAY, June 21, 2012

1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT

Peter M. Kelly, Blue Cross Blue Shield Association, Chicago, IL

R. Bradford Huss, Trucker Huss, APC, San Francisco, CA
Tess J. Ferrera, Schiff Hardin, Washington, DC

This program begins the JCEB Fiduciary Training Series with a comprehensive review of the legal standards that apply to ERISA fiduciaries. This program is appropriate for attorneys and non-attorneys who can benefit from either a refresher or introduction to ERISA fiduciary rules. An overview of the ERISA fiduciary landscape will be provided, along with practical tips to help you or the fiduciaries you represent or report to comply with ERISA’s strict fiduciary requirements. Topics to be covered include:

  • Who is a fiduciary under ERISA?
  • What are the ERISA fiduciary responsibilities?
  • What is the liability exposure for ERISA fiduciaries?
  • What are the ways to limit ERISA liability?
  • What should an ERISA fiduciary do?

Completing fiduciary training has proven itself to be a important tool in demonstrating that ERISA fiduciaries are prepared to fulfill their ERISA duties and that they followed prudent procedures in their fiduciary deliberations. Watch for future programs in this series that will drill down in more detail regarding specific aspects of ERISA fiduciary duties.

Mission: Possible - Understanding ERISA's Fiduciary Requirements
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