The Employee Retirement Income Security Act (ERISA) lays out the definition and responsibilities of fiduciaries. Individuals who oversee employee benefit plans need to understand these requirements. In this 75-minute intermediate level webinar we will cover:
How a person becomes a fiduciary
The duties of a fiduciary (selecting and monitoring service providers, making sure contributions are made on time, providing required disclosures to plan participants, etc.)
The importance of creating and following procedures
The critical need to read and follow the plan
Potential consequences of mismanaging fiduciary responsibilities
Ways to manage fiduciary duties and risks
Recent developments with fiduciary obligations
The webinar will focus on group health plan issues, but will also touch upon some of the additional issues that fiduciaries of retirement plans need to consider. As Department of Labor audits of benefit plans become more commonplace, this is a must-see webinar for anyone tasked with overseeing employee benefits.
The presentation slides will be posted on the UBA website the day before the webinar
PRESENTER Randall M. Limbeck, Shareholder, Jackson Lewis P.C. Randall M. Limbeck is a Shareholder in the Omaha office of Jackson Lewis P.C. He specializes in representation of clients in the areas of ERISA, employee benefits, and executive compensation. Mr. Limbeck has represented clients in a broad range of industries and size with respect to design, document drafting, employee communications, litigation and assistance in dealings with the IRS and Department of Labor
This series is brought to you by your Partner Firm of United Benefit Advisors -- the nation's leading independent employee benefits advisory organization with more than 200 Partner offices in 45 states, Canada and the United Kingdom -- and Jackson Lewis P.C., founded in 1958, and dedicated to representing management exclusively in workplace law. Jackson Lewis P.C. is one of the fastest-growing workplace law firms in the United States with more than 700 attorneys practicing in 49 locations nationwide.
You are much more than an account or a customer at Dennis Insurance Group!
You are our client and we are your partner; it is about understanding your world, your culture and your people.90% of your assets walk out of the door every night, we can help you make sure they come back. This is reflected in our responsiveness to questions from management and employees alike, in how we thoroughly explain benefits packages, helping employees thoroughly understand their benefits, filing claims appeals and ensuring they are paid when necessary.This is also seen in our expertise on employment and tax related issues and our constant pursuit of making your life easier.
These things are made possible through our investment in our business – our investment to you – as a proud owner of United Benefit Advisors (UBA).By combining diverse talents, seasoned experience, innovative technologies and strategic partnerships, UBA firms offer employers exceptional employee benefits advisory services that are unmatched in the industry.As trusted advisors, UBA firms help their clients manage over $16 billion annually in employee benefit expenditures on behalf of 10 million members.
Through UBA, we have the technology available for all clients, large and small, to be able to streamline processes and communicate effectively with our office and your employees.Through our ownership and affiliation with UBA, we remain on the cutting-edge of trends, technology and legal issues that affect our clients.
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