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DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)


CPE Credits



PICPA Member: $29 | Nonmember: $39

 More Information

Course No.

You will have up to 90 days after the date of purchase to complete the course and take the exam.


If you attended the Personal Financial Planning Conference on November 7, 2016, this course would be considered a duplicate and cannot be used towards your CPE requirement.

Sit back and click play!

Hear Geoffrey M. Strunk, Esq speak about the following:

  • Different types of Employment Retirement Income Security Act (ERISA) fiduciaries
  • General ERISA fiduciary responsibilities and liabilities
  • How to advise your clients about ERISA fiduciary liability
  • How an accountant may become an ERISA fiduciary in relation to a client's retirement plan


Geoffrey M. Strunk, Esquire
Law Offices of Geoffrey M. Strunk, LLC

Geoffrey M. Strunk, Esquire, is the principal of the Law Offices of Geoffrey M. Strunk, LLC; a “boutique” ERISA law firm located in Glen Mills, Pennsylvania. Since 1998, Mr. Strunk has continuously maintained a private legal practice focused exclusively on the field of employee benefits. In that role, he routinely handles contested and procedural employee benefit matters, including the direct representation of plan administrators and fiduciaries before the IRS and the DOL. These responsibilities extend to the provision of compliance services involving government submissions and negotiations. In addition, he designs, drafts and consults on all forms of employee benefit pension plans with specialties in tax-qualified defined contribution plans and all forms of non-qualified plans.

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