The Excellent Fiduciary Podcast
Human Resources Leaders as Investment Fiduciaries
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Many human resources executives find themselves assigned to a committee that manages the investments in employee benefit plans like 401(k), 403(b), and company-funded pension plans. Seldom do HR leaders possess the academic background or experience of an investment professional, but that’s what fiduciary laws require. This podcast is intended to clarify the key issues that federal law and the courts expect plan fiduciaries to address and resolve with prudence.

Seldom do HR leaders possess the academic background or experience of an investment professional, but that’s what fiduciary laws require.

Human resources leaders who may feel out of their comfort zone when meeting with their investment-related employee benefit plan committee colleagues will gain confidence from the insights and tips offered in this episode.

About our host





Ronald E. Hagan is chairman of Roland|Criss’ Risk Standards Committee.  Ron has over 25 years of experience helping clients examine and improve their risk management practices for employee benefit plans qualified under the Employee Retirement Income Security Act of 1974.  He is the engaging host of Roland|Criss’ weekly podcast and quarterly webinar series.
 

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