Understanding Your Fiduciary Responsibilities in Collections


9:30 am - 10:45 am

Westin Copley Place

Westin Copley Place
10 Huntington Ave
Boston, 02116

James Estabrook will speak at the International Foundation of Employee Benefit Plans Collection Procedures Institute regarding “Understanding Your Fiduciary Responsibilities in Collections”.

This session will consider fiduciary standards relating to your collections program. Topics include: • Understanding your fiduciary responsibility to collect—ERISA standards • Monitoring plan professionals • Prohibited transactions • Duty to audit • Avoiding conflict • Policies and procedures you need to have • DOL position and activities.

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