Foundation Administrators Network Meeting: Meeting and Understanding Your Fiduciary Responsibilities

Tuesday, March 20, 2018 -
9:00am to 10:30am EDT
Ford Foundation; 1440 Broadway, 19th Floor, NYC 10018
Members of PNY & Partner Orgs: 
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Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer, all benefit when a retirement plan is in place. To meet their responsibilities as plan sponsors, employers need to understand some basic rules, specifically the Employee Retirement Income Security Act (ERISA). ERISA sets standards of conduct for those who manage an employee benefit plan and its assets (called fiduciaries).  Even if employers hire a service provider to manage their retirement plan and its assets, there are functions within the plan that can make an employer a fiduciary.

Please join in a conversation on this very important topic!

  • The essential elements of a plan
  • The definition of a Fiduciary and its significance
  • Your liability as the Fiduciary
  • How employer responsibilities affect the operation of the plan


Designed for

Members of FAN, as well as prospective FAN members who have a responsibility for foundation administration, including human resources and operations. 


8:45 - 9:00 AM Check-in & Networking Breakfast
9:00 - 10:30 PM Program

This event is only open to Philanthropy New York members. Registration is required by March 19th.
Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above.
*Reminder: As always, creating a confidential space at network meetings is very important. Please do not share specific details from the meetings with individuals outside the network.*
Please contact with questions or for further information on this program or on eligibility.

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