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Event Details

    Business Ethics, Leadership, and ERISA Fiduciary

    Date: April 18, 2017, 11:30am – 1:00pm
    Meyers Lake Ballroom
    3218 Parkway St NW
    Canton, OH 44720
    $20 Members $25.00 Non Members
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    Topic: Business Ethics, Leadership, and ERISA Fiduciary

    Speaker: Ed Messerly

    The presentation will cut through the fog and confusion surrounding the ERISA Fiduciary duty by showing that ethical business behavior and leadership can point the way to meeting your ERISA responsibilities and will provide attendees with a decision making structure that can be applied in making these decisions.  The presentation will also provide a summary of the key stumbling blocks ERISA fiduciaries need to negotiate.

    Key takeaways will be:

    • Better understanding of who qualifies as an ERISA fiduciary
    • Better understanding of what is expected of an ERISA fiduciary and of fiduciary best practices
    • Learn how to test for fiduciary best practices
    • Learn the framework for making ethical fiduciary decisions

    Edwin C. Messerly, is a retired attorney with over 35 years of experience in the Qualified Retirement Plan industry, he understands how it can seem a bit daunting but having had responsibility for retirement plan compliance at a large regional bank trust company for the Eastern Region of Ohio and as a consultant at a large human resource consulting comany, he is able to make sense of it all.