I Am A Fiduciary! Now What?

The video below is our presentation held on November 19, 2013 by Carroll Consultants Advisors, Ltd. and included speakers from Venable, LLP, Tait Weller, Agnes Irwin School and J.P. Morgan and discussed the meaning of the term “fiduciary” and how plan sponsors can ensure they are meeting their fiduciary obligations. The presenters also discussed the following topics:

* Who is a fiduciary
* What are the fiduciary duties
* What are some of the common fiduciary violations
* What best practices should fiduciaries implement to protect themselves from personal liability
* Agnes Irwin School’s account of how they successfully implemented the right fiduciary processes for their 403(b) plan

Marcie Carroll, Principal at Carroll Consultants Advisors, Ltd.
Harry Atlas, Partner at Venable, LLP
Karen Vento, Partner at Tait Weller
Carole Melvin, Controller at Agnes Irwin School
Lathan C. Mahaffey, Vice President at J.P. Morgan Asset Management