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Understanding Your Fiduciary Responsibilities under a Group Health  Form

Understanding Your Fiduciary Responsibilities under a Group Health Form

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[Music] um so thank you all for joining us today for the reporting for Duty what does a fiduciary do what are the roles what are the responsibilities what's what if you are a fiduciary what is expected of you um so I'm going to let Kathleen get into all the good details so thank you everybody as Carol said we're going to talk about the fiduciary responsibilities within an estate plan and um really the things whether you're in the position of acting as a fiduciary or as you're thinking about who you want to be in fiduciary positions um that you should be thinking about um so one of the things I wanted to start with is really talking about what is a fiduciary and I I just want to share with you some definitions that I had pulled up um a fiduciary is a person who holds a legal or ethical relationship of trust and I don't mean trust in with respect to a trust document but trust with you or with the person that you've asked to be in th

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