Fiduciary Responsibilities under ERISA - Webinar, September 16, 2014 - Bim Group

Fiduciary Responsibilities under ERISA – Webinar, September 16, 2014

Benefit Insurance Marketing is pleased to extend an invitation to attend our upcoming monthly compliance Webinar. In conjunction with our alliance with United Benefit Advisors, you have the opportunity to learn more about the latest compliance trends and regulations from one of the nations leading employment and benefit law firms, Jackson Lewis LLP. Best of all, you can take advantage of the Webinar from the convenience of your office and personal computer. Tuesday, September 16, 20142:00 p.m. EDT / 11:00 a.m. PDT

Register here for the webinar.

If you are a Team BIM client, you should have received an email on Tuesday, September 2, 2014 with a preferred employer discount code to view the webinar for free.  If you did not receive the email or have misplaced it, please contact compliance@teambim.com. Thank you!

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. Presenters  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.

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