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A Dose of Fiduciary RealityA DOSE OF FIDUCIARY REALITY - Episode Guide

A monthly video webcast from Fiduciary Risk Management featuring conversations with industry leaders and experts, providing fiduciaries with candid perspectives of current events affecting large plan fiduciaries in today’s marketplace.


  1. Series Introduction + The New Proposed Disclosure Regulations under 408(b)(2)
    Bert Carmody, CPAGuest: Bert Carmody
    The Director of Fiduciary Consulting, Bert Carmody CPA, CIMC, heads up FRM’s consulting services focusing on our comprehensive review, fiduciary exposure assessment and beneficial recommendations to our clients. Bert also serves as an expert witness, independent fiduciary and investment fiduciary. He brings over 30 years of retirement plan, investment oversight, trust and plan back office operations, systems/management consulting, and relationship management to the team for benefit of FRM’s clients. His varied background in diverse environments is an advantage in complex engagements.
  2. The Fiduciary Implications of the Highly Controversial Larue v. DeWolff ERISA Case
    Bard BrockmanGuest: Bard Brockman
    FRM was pleased to have Bard Brockman of Powell Goldstein, LLP be the featured guest in our April 4, 2008 edition of A Dose of Fiduciary Reality. Bard is a partner in Powell Goldstein’s Business Litigation and Arbitration Practice Group with a focus on ERISA, employee benefits and fiduciary areas. Bard has his law degree and undergraduate degrees from the University of Florida. He has been recognized by Atlanta Magazine as a 2007 Georgia Superlawyer as well as being active in the Florida Bar.

 

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