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Retirement and Health Plan Fiduciary Responsibilities
Tuesday, October 12, 2021, 12:30 PM - 1:30 PM CDT
Category: CLE

Retirement and Health Plan Fiduciary Responsibilities

Presenter: Kelli Hammerl, Deputy Regional Director, Employee Benefits Security Administration

The presentation will provide an overview of the fiduciary responsibility provisions of ERISA as they apply to retirement plans and group health and welfare plans. The presentation will review the basic ERISA responsibilities in setting up and operating retirement and health and welfare plans and some of the common pitfalls fiduciaries confront.  Lastly, the presentation will explain voluntary compliance programs that can be helpful in fixing certain ERISA plan compliance issues outside of a formal review by EBSA.   

Credit: 1.0 CLE credit to be applied for
Presentation: 12:30 - 1:30 PM
Location: Live Online Viewing (Zoom)

$40.00 MBA Member
$75.00 Non-Member

Once you register, you will receive instructions for viewing the program online.