Los Angeles partner Fred Reish and Florham Park counsel Joan Neri co-authored an article for PlanAdviser magazine titled “Are Personal Advisers ERISA Fiduciaries?” discussing the circumstances under which a personal adviser can be subject to ERISA. Specifically, the article examines the fiduciary responsibilities that apply if the adviser is a fiduciary under ERISA.
Updates
April 15, 2019
Are Personal Advisers ERISA Fiduciaries?
Meet the Authors
