ERISA Fiduciary Responsibilities: An Overview for CPAs

Join NABA Inc. Hampton Roads for a CPE course designed to provide a high-level overview of the duties and concerns of which ERISA fiduciaries need to be aware. It focuses on how fiduciaries are expected to carry out their responsibilities, rather than a review of all of the tasks for which they are responsible. Participants will gain an understanding of the laws of ERISA and the investment responsibilities of ERISA fiduciaries. Presented by licensed ADP Retirement Services Representatives.

This presentation is not intended to provide you or your clients with legal or investment advice.

Learning Objectives:

• What is ERISA and what does it cover?

• Fiduciary and non-fiduciary actions under ERISA

• ERISA fiduciary duties

• Practical steps for plan fiduciaries

• Opportunities to limit fiduciary risk

Event Venue & Nearby Stays

Slover Library, 235 East Plume Street, Norfolk, United States