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  • A Current Look at Independent Fiduciaries under ERISA
    Under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), certain financial and other transactions involving retirement and other employee ben-efit plans governed by ERISA warrant the appointment of an independent fiduciary to avoid or mitigate conflicts of interest
  • Erisa Services | Wilshire
    More than 47,000 plan sponsors rely on our independent expertise to meet their fiduciary obligations Our ERISA services screen, monitor and recommend investment options
  • Fiduciary Governance Institutional Investing | Seyfarth Shaw LLP
    We regularly assist clients with fiduciary governance and structure issues, advise investment committees and other named fiduciaries, provide ERISA fiduciary training to the applicable fiduciaries and staff, and assist with documentation memorializing the procedural fiduciary process
  • Fiduciary Services Under ERISA - What You Need to Know
    This comprehensive guide explores the key aspects of ERISA fiduciary services, helping you understand the different types of fiduciary roles, liability considerations, and how to choose the right service provider for your needs
  • ERISA Fiduciary | Services | Mayer Brown
    Mayer Brown has one of the leading ERISA Fiduciary practices in the US, advising fiduciaries on ERISA aspects of investments, regulatory compliance, risk management, enforcement and defense of fiduciary challenges
  • Fiduciary Responsibilities - U. S. Department of Labor
    Fiduciaries must act prudently and must diversify the plan's investments in order to minimize the risk of large losses In addition, they must follow the terms of plan documents to the extent that the plan terms are consistent with ERISA They also must avoid conflicts of interest
  • elaws - ERISA Fiduciary Advisor - DOL
    The ERISA Fiduciary Advisor provides information and answers to a variety of questions about who is a fiduciary and their responsibilities under the Employee Retirement Income Security Act (ERISA)
  • Insights for fiduciaries - UBS
    This paper describes ERISA fiduciary status and the consequences of being an ERISA fiduciary, the fiduciary roles in plan governance, and other considerations related to fiduciary governance of ERISA plans
  • How Independent Fiduciary Services Evolved and What It Means Today
    For sponsors and investment committee members to remain clear-sighted, an independent fiduciary can help light the way An independent fiduciary’s primary role is to act solely on behalf of plan participants in determining whether it’s prudent under the ERISA to allow investments in company stock
  • eCFR :: 29 CFR Part 2550 -- Rules and Regulations for Fiduciary . . .
    ERISA requires insurers, in administering separate account assets, to act solely in the interest of the plan's participants and beneficiaries; prohibits self-dealing and conflicts of interest; and requires insurers to adhere to a prudent standard of care





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