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September 2, 2016

The Memphis Office of CBIZ MHM hosted a lunch roundtable on "The Impact of the Final DOL Fiduciary Rule." The overall goal was to inform employers on how this new rule might affect their firm, and teach the ins and outs in order to help firms stay ahead of the change.

Co-presenters for the seminar included Linda Lauer, Co-Attest Practice Leader and Lead Managing Director for the Memphis office, Jennifer Kiesewetter, Attorney and Managing Partner of Kiesewetter Law Firm, PLLC, and Jonathan Lyons, Financial Advisor and Founder of the Lyons Group of Raymond James.

Jennifer kicked off the roundtable and outlined the history of the DOL fiduciary rule. She helped to explain what the new rule means and how it is going to affect people and their companies on a day to day basis.

Jonathan took over for the second half of the conversation and helped to explain who qualifies as a fiduciary. He also discussed what the significance of a fiduciary is and all of the different responsibilities that they hold.

Linda was able to moderate questions and contribute throughout the presentation.

For more information on  recent DOL activity and how it impacts your company and benefit plans, contact Linda Lauer at 901.685.5575 or llauer@cbiz.com




September 23, 2015

Fiduciary Training: Roles, Responsibilities & Liabilities

A plan fiduciary’s failure to comply with the strict fiduciary standards imposed by the Employee Retirement Income Security Act of 1974 (ERISA) may have serious consequences, including personal liability and enforcement actions by the Department of Labor (DOL). Therefore, CBIZ MHM feels it is vital to educate those who oversee and administer ERISA plans about their fiduciary obligations. This training will assist those responsible for overseeing employee benefit plans in understanding the fiduciary responsibilities under ERISA and how to manage the associated liabilities from both a legal and corporate compliance perspective. 

Many corporate officers do not feel comfortable with their level of understanding of even basic issues regarding plan governance. Frequently, plan documents do not accurately reflect day-to-day plan administration. In both of these circumstances, corporate officers and boards of directors could be exposed to potential ERISA liability for matters over which they inadvertently exercise improper control or for which they really do not have any functional control.

By going through a good fiduciary training program facilitated by CBIZ MHM, those responsible for administering and overseeing ERISA plans can gain a better understanding of the legal rules and how to manage liabilities in light of their company’s particular circumstances and governance goals.




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