Fiduciary Governance: Dangerous Assumptions

November 9, 2022

LAST UPDATED: January 20, 2023

the one minute takeaway

The top claim in fiduciary litigation likely stems from a lack of sufficient knowledge by those tasked to oversee a company's retirement plan. This webinar covers the key areas that require attention from ERISA plan fiduciaries to reduce risk, including time limitations for participant deferrals, whether investment policy statements are needed, why fiduciary bonds and insurance matter and which fiduciary responsibilities can and cannot be delegated.

Disclosure:

The views expressed in this presentation are the speaker’s own and not necessarily those of Faegre Drinker, HUB International or anyone else. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.

HUB Retirement and Private Wealth employees may be Registered Representatives or Investment Advisor Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate. Consult your financial professional for additional information about the provision of specific securities, investment advisory and insurance services by each broker‐dealer and registered investment adviser.

Fiduciary Governance: Dangerous Assumptions

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