CLE Courses

Mr. Roger's Fiduciary Neighborhood: A Review of the Many Fiduciary Roles in the Life of a Plan

Thursday, November 12, 2020
12:30 PM - 01:30 PM ET
11:30 AM - 12:30 PM CT
09:30 AM - 10:30 AM PT

Join us for an introduction to all of a plan’s fiduciary parties and roles (i.e., the people in the neighborhood) – fiduciaries, investment managers, named fiduciaries, administrators, record-keepers, trustees, custodians, and more.


  • Julie Stapel
  • Elizabeth Goldberg

For more information on this event, please contact Sharon James at

CLE credit: CLE credit is currently pending approval.