Erisa Fiduciary Answer Book Book

• Fundamentals
• Who is an ERISA Fiduciary?
• Allocation and Delegation of Fiduciary Responsibility
• Fiduciary Duties Under ERISA
• Prohibited Transactions
• Civil Enforcement and Remedies
• Investment Issues
• Plan Trusts and Plan Assets
• Multiemployer Plans
• Defined Benefit Plans: Funding, Termination, and Withdrawal
• Fiduciary Aspects of Day-to-Day Plan Operations
• Fiduciary Issues Unique to Health Care Plans

• Appendix A: Checklists
• Appendix B: Model Procedures and Forms
• Appendix C: Model Forms for HIPAA Compliance
• Appendix D: National Medical Support Notice
• Appendix E: PWBA: A Look at 401(k) Plan Fees
• Appendix F: Sample 401(k) Plan Fee Disclosure Form for Services Provided by XYZ Company
• Appendix G: The Women's Health and Cancer Rights Act of 1998: Questions and Answers
• Appendix H: PWBA Guidance on Settlor v. Plan Expenses
• Appendix I: USERRA-FMLA Questions and Answers-7/25/02-The Effect of the Uniformed Services Employment and Reimbursement Rights Act on Leave Eligibility Under the Family and Medical Leave Act
• Appendix J: DOL Model Blackout Notice
• Tables
• Index