The DOL has issued its controversial revised definition of who is a fiduciary under ERISA.

What does the new definition mean for your plan and for plan fiduciaries? This session will review the new definition and how it has changed. It will also look at how it is likely to impact service agreements, vendor representations, compensation service models, and IRA rollover practices. 


  • Dan Esch, Senior Vice President, CAPTRUST Advisors
  • Liz Deckman, Partner, Dorsey & Whitney LLP
  • Michael Voves, Partner, Dorsey & Whitney LLP
  • Andrew Holly, Partner, Dorsey & Whitney LLP

**NOTE: Watching this recording does not allow the user to obtain CLE, CPD, CPE or HR credits.

Click here to view the materials from the seminar.