Course Detail

ERISA Fiduciary Duties for Third-Party Administrators and Other Service Providers  

CATEGORY: Specialized Knowledge & Applications
2 CPE Credits

Fiduciaries have a special status under ERISA. Sometimes that’s good, and sometimes that’s bad. The key is to know when you are—or may be—acting as a fiduciary, and what your obligations are both as a fiduciary and as a non-fiduciary service provider. This program will discuss key concepts and issues for TPAs and other service providers under ERISA’s fiduciary duty and prohibited transaction rules, including when someone is a fiduciary, what it means to be a fiduciary, and why even non-fiduciary service providers must be mindful of how they structure their service agreements and compensation. 

Recorded Webinars: If you missed a live webinar, choose the recorded version. The recorded webinar will be available for purchase within 48 hours of the live event. The recorded webinar is viewable as many times as you wish for 60 days. Click here for a listing of all recorded webinars (PDF). Please note: CPE Credit is not granted for webinar recordings. Recordings are accurate as of the presentation date of the live webinar.

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Learning objectives

Course outline