​Fiduciary Responsibility for ERISA Plans

Online Fiduciary Responsibility for ERISA Plans Training

magnifying glass checklist

The Department of Labor (DOL) passed the Conflict of Interest Final Rule on April 8, 2016, which amended the Employer Retirement Income Security Act of 1974 (ERISA) and expanded the definition of the term fiduciary. Even though the rule's primary focus is on investment advisors, it impacts all plan fiduciaries. The Final Rule, plus an increase in audits by the DOL, puts many plan sponsors at risk of being audited, paying fines or being sued by plan participants. This course is designed to help fiduciaries understand their responsibilities and avoid personal liability.

You will learn:

  • Who is and who is not a fiduciary
  • Duties and requirements of a fiduciary
  • Importance of policies and procedures
  • Implications of co-fiduciary liability and delegation of duties
  • Prohibited transactions, penalties, and remedies
  • Termination of fiduciary status.

View full course outline [PDF]

Price: $50 Members
($75 Nonmembers)

Order Now

Why Choose E-Learning?

Self-Paced

Navigate the course at a pace that fits your learning style.

Convenient

Learn on your schedule—without the inconvenience of time away from the office.

Expert-Created Content

Take a deep-dive into a topic with content developed by industry leaders.

Cost-Effective

Save when you choose affordably-priced training with no additional travel costs.

...

Questions?

Contact us at (888) 334-3327, option 3 or elearning@ifebp.org.

Team Training

Take advantage of special discounted pricing when you train your team with this e-learning course.

Continuing Education

This course may qualify for Continuing Education (CE) Credit and CEBS CPE.