Available until September 14, 2024
Speaker: Lyndsey Barnett, Partner - Attorney, Bricker Graydon LLP
Description: In this session, we will start with a back to the basics on employer fiduciary duties surrounding retirement plans. We will discuss the difference between settlor and fiduciary functions, and when those expenses may be payable from plan assets. We will explore co-fiduciary duty and when service providers may become liable for acts of another fiduciary. We will delve into the differences between a 3(16), 3(21) and 3(38) fiduciary. We will discuss the differences and advantages of fiduciary insurance and fidelity bonds.
Learning Objectives:
- Differentiate between 3(21), 3(16) and 3(38) responsibilities
- Outline the responsibilities of the employer in maintaining a plan
- Differentiate between settlor and fiduciary functions
- Outline the advantages of fiduciary liability insurance and difference in fidelity bond
- Steps to take to protect against co-fiduciary liability
Registration Links:
On-Demand Webcast is Available Until: September 14, 2024
Registration Information:
- Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (Live): 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 JBEA Non-Core, 2 JBEA Formal, 2 ERPA
Continuing Education Credit (On-Demand): 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 JBEA Non-Core, 2 ERPA
About the Speaker: Lyndsey Barnett is a partner and the chair of the Employee Benefits and Executive Compensation practice group at the law firm Bricker Graydon. She counsels employers and service providers on retirement plan, welfare plan and executive compensation issues. She takes a practical approach in assisting with the design, implementation and compliance of benefit plans.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your registration form(s) and credit card information to [email protected]
- Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
- Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
Cancellation Policy: All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions? Please reach out to our Customer Care team [email protected]