Fiduciaries manage assets on behalf of other individuals, like participants in retirement and health care plans. As such, fiduciaries have an ethical duty to act in the best interests of the beneficiaries they represent. In fact, they can be held liable for their actions. But what happens when beneficiaries lose confidence in fiduciaries? Lately, the answer seems to lie in the increasing number of fiduciary liability Read More
Is Your Benefit Plan Subject to ERISA?
Employee benefit plans are often used to attract and retain key employees, as well as providing significant tax advantages to employers. Although benefit plans are not mandated by the government, federal laws do address the administration of certain plans. For example, the Employee Retirement Income Security Act of 1974 and its subsequent amendments impose a number of rules and minimum standards. An employer that Read More
Upcoming Webinars and Speaking Engagements
Upcoming Webinars December 19, 2017 2:00 p.m. with Veriphy Peeling Back the Onion of Fiduciary LiabilityJanuary 23, 2018 2:00 p.m. HBL Attorney Roundtable New Year, New Rules: The Impact of the New Tax Bill on Employee Benefits February 2, 2018 with Principal Financial Group Non-Qualified Plans Speaking Engagements March 8, 2018 Lunch & Learn with Swerdlin & Company and Windham Brannon WINDHAM BRANNON Read More
