Designated Fiduciary Roles and How to Select and Monitor Providers

This session will focus on the various types of fiduciaries that interact with employee benefit plans.  From 3(16) Administrators to 3(38) Investment Managers, this session will help define and distinguish the different types of fiduciaries, roles and liabilities, and the kinds of issues that should be addressed in service agreements of providers that agree to serve as fiduciaries. 

Event Details

When:

Thursday, October 12, 2017

11:30am to 1:00pm

Where:

Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014

(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com. 

About Ryan C. Tzeng

Ryan C. Tzeng assists public and private sector plan sponsors, third-party administrators, and other pension service providers on a wide range of employee benefits matters, including tax-qualified retirement plans, nonqualified plans and service agreements.  He also advises clients in matters involving compliance under 404(c) of ERISA, reporting and disclosure, determination letter applications and voluntary correction program applications, and qualification of state domestic relations orders.

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events