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The Ins and Outs of Fiduciary Duties – Limiting Your Exposure

08.17.2021

A live webinar hosted in partnership with First Citizens Bank

Presenters:


Smith Anderson's Caryn McNeill and Kara Brunk, alongside First Citizens’ Director of Institutional Trust, Phillip Strickland, discussed the fiduciary role of plan sponsors during this live webinar. Caryn and Kara also discussed ways in which plan sponsors can limit their exposure in this role.

The webinar was presented to clients and prospective clients of First Citizens Wealth Management Group as part of the group’s Retirement Plan Education Series. First Citizens Bank's wealth management/trust group advises retirement plan fiduciaries on the selection and performance of plan investment options and related fees.

Click HERE to download the presentation or view a recording of the live webinar HERE

Media Information

Jamie Greene
jgreene@smithlaw.com
T: 919.838.2045

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