In this session, we will start with a back to the basics on employer fiduciary duties surrounding retirement plans. We will discuss the difference between settlor and fiduciary functions, and when those expenses may be payable from plan assets. We will explore co-fiduciary duty and when service providers may become liable for acts of another fiduciary. We will delve into the differences between a 3(16), 3(21) and 3(38) fiduciary. We will discuss the differences and advantages of fiduciary insurance and fidelity bonds.

About the Speaker
Lyndsey Barnett is a partner and the chair of the Employee Benefits and Executive Compensation practice group at the law firm Bricker Graydon. She counsels employers and service providers on retirement plan, welfare plan and executive compensation issues. She takes a practical approach in assisting with the design, implementation and compliance of benefit plans.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.