Episode 43: Understanding Fiduciary Duties

Released Thursday, 7th March 2024

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Episode 43: Understanding Fiduciary Duties

Thursday, 7th March 2024

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In this episode, Chris and Colleen discuss ERISA and fiduciary duties following the Johnson and Johnson (J&J) fiduciary lawsuit recently filed.

Fiduciaries include financial advisors, trustees, board members and attorneys. In an ERISA environment, fiduciaries can also include HR administrators, brokers and benefits consultants if they meet the functional test.

• What is a functional fiduciary?• What does it mean to exercise discretionary authority?• What are broker and HR administrator responsibilities?

Our Compliance Team is ready to help. Contact us to learn more:https://www.savoyassociates.com/employer-services

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Beyond the Benefits with Savoy

Our experts will cover the newest trends and hot-button issues surrounding the health insurance industry, employee benefits, employer services, compliance and beyond.Now available on Itunes and everywhere you can listen to podcasts!This podcast was created by, and is the exclusive property of, of Donald C. Savoy, Inc. d/b/a Savoy Associates. The information provided in this podcast is intended for informational purposes only and is subject to change without notice.

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