Fiduciary Pitfalls and Opportunities, Interview with Independent Fiduciary, Mr. Samuel (Skip) Halpern

In this March 8, 2010 interview with Mr. Samuel (Skip) Halpern, President of IFS, readers learn the difference between fiduciary audits and operational reviews.  Also discussed are five new challenges with respect to a fiduciary’s responsibilities.  These include assets in plans, litigation settlements and investment vehicles (and asset managers) that are deemed to fall outside the scope of ERISA.

http://www.fiduciaryx.com/interview_with_skip_halpern