Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan Assets (On-Demand CLE)

A keystone of ERISA and its fiduciary duties is that when plan assets are used for plan expenses, such use must be prudent and in the plan’s and its participants’ interests. This simple formulation of ERISA’s standard of conduct is actually complex, and myriad issues arise for plan fiduciaries for the payment of assets. This course will help you learn about the possibilities and limitations on plan fiduciaries when they seek services from plan service providers or seek to provide services to plan sponsors and related parties.

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

12/30/2022

1.00 total credit hours including

General

Status:

Available for credit

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Available for credit

1.00 credit hours

Available until:

10/07/2021

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2020

1.00 total credit hours including

Substantive Law

Status:

Available for credit

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

12/30/2021

1.00 total credit hours including

General

Status:

Available for credit

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for upon completion

1.00 credit hours

Available until:

10/07/2021

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

04/07/2021

1.20 total credit hours including

General

Status:

Applied for

1.20 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2021

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2024

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2021

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2021

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2022

1.20 total credit hours including

General

Status:

Self apply

1.20 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.20 total credit hours including

General

Status:

Available for credit

1.20 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2021

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Available for credit

1.00 credit hours

Available until:

10/07/2022

1.20 total credit hours including

General

Status:

Reciprocity

1.20 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2024

1.00 total credit hours including

Areas of Professional Practice

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

12/30/2020

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

Substantive

Status:

Available for credit

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2021

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2021

1.00 total credit hours including

General

Status:

Available for credit

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Applied for

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2022

1.00 total credit hours including

Law & Legal Procedure

Status:

Applied for

1.00 credit hours

Available until:

10/07/2024

1.20 total credit hours including

General

Status:

Approved

1.20 credit hours

Available until:

10/07/2022

1.00 total credit hours including

General

Status:

Approved

1.00 credit hours

Available until:

10/07/2020

1.00 total credit hours including

General

Status:

Self apply

1.00 credit hours

Available until:

10/07/2022

$175

NON-MEMBERS

$150

MEMBERS

$125

SECTION MEMBERS

Rate

Quantity

*Additional discounts may apply at checkout

Among the topics will be shared services agreements between plans (including best practices and tips), the provision of plan services by plan sponsors, ERISA 408(c) limitations on compensation to full-time employees or officers of sponsoring employers and unions, and correction of arrangements that do not meet ERISA requirements. The panel also will review the expense policies and types of administrative expenses that may cause problems for plans in DOL audits.

Moderators

Phillip J Long

Panelists

Clarissa Kang, Ivelisse Berio-Lebeau, James L Craig Jr

Product Code

EB1910WEB3OLC

Duration

Publication Date

10/10/2019 12:00:00 AM

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Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan Assets (On-Demand CLE)

Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan Assets (On-Demand CLE)

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