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FF5 #45 - ERISA Fiduciary Training Reference
Manage episode 461601744 series 3565044
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In this episode of Friday Fiduciary Five, Eric Dyson talks about ERISA fiduciary training resources for plan committee members and advisors. He outlines a comprehensive document covering four core duties: loyalty, prudence, diversification, and adherence to plan documents, and three additional duties: avoiding prohibited transactions, conflicts of interest, and reasonable cost management. Dyson lists 16 essential documents committee members should be familiar with, including the plan document, Form 5500, and compliance notifications. He also highlights five key DOL documents for training purposes, emphasizing the importance of understanding fiduciary responsibilities and regulatory changes.
Connect with Eric Dyson:
Website: https://90northllc.com/
Phone: 940-248-4800
Email: contact@90northllc.com
LinkedIn: https://www.linkedin.com/in/401kguy/
The information contained herein is general in nature and is provided solely for educational and informational purposes.
It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.
The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.
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