Our team discusses the latest trends and topics in the world of employee benefits and compliance.

In this episode, we will discuss:

  • What is a Fiduciary?
  • What are Fiduciary Obligations?
  • Plan Document Rule
  • Duty of Prudence
  • Duty of Loyalty & Exclusive Benefit Rule
  • How to Choose a Fiduciary for Your Plan
  • Personal & Plan Responsibility
  • Breeches
  • Prohibitive Transactions

Podcast: Ask the Experts July 2026

Click here to view and watch our Ask The Experts Podcast

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