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©2003 – 2014 Multnomah Group, Inc. All Rights Reserved. Fiduciary Duty in Retirement Plans The facts to combat the fiction when assessing fiduciary risk Agenda Fiduciary…
1. Fiduciary Responsibility, Delegation & Governance ©2003 – 2013 Multnomah Group, Inc. All Rights Reserved. 2. Agenda• Fiduciary Responsibility • ERISA’s Standards…
Fiduciary Responsibility, Delegation & GovernanceFiduciary Responsibility, Delegation & Oversight Fiduciary Responsibility, Delegation & Oversight 2 Amy Barber
1. Disciplined solutions for your serious money Prepared forABC CorporationJanuary 22, 2010 2. Areté Investment Consulting Pursuit of the highest excellence Who we are •…
1. Retirement Plans: Managing Your Fiduciary Responsibility 2. About PensionmarkPensionmark Retirement Group provides retirement plan consulting services toemployers throughout…
No Slide Title Qualified Retirement Plans Understanding Your Fiduciary Duty âWhen the refs change the rules of the game, the players will be forced to change the way they…
Non-Fiduciary Liability Under the Employee Retirement Income Security ActMarquette Law Review Volume 69 Issue 4 Summer 1986 Article 6 Non-Fiduciary Liability Under the Employee
Thrive. Grow. Achieve. Fiduciary Compliance for Retirement Plan Sponsors Dennis Gogarty, CFP®, AIF® Chase Deters, CFP®, ChFC® Special Guests: Harry Atlas, Esq. – Venable,…
1 of 27 PLEASE RETURN ALL PAGES TO NATIONWIDE PNF-0264AO IRON FINANCIAL LLC ERISA FIDUCIARY 338 INVESTMENT MANAGEMENT AGREEMENT Name of Plan: Name of EmployerPlan Sponsor:…
FIDUCIARY ISSUES IN ERISA-COVERED PLANS ANDRÉE M. ST. MARTIN GROOM LAW GROUP April 2005 2 FIDUCIARY ISSUES IN ERISA-COVERED PLANS I. FIDUCIARY STATUS A. DEFINITION OF A…
fiduciary adviser
7/26/2019 The fiduciary standard and what it means for retirement savings 1/23DOL Confict o InterestRulemakingPresentation byMicah Hauptman to theNational Press oun!ation…
HELPING PLAN SPONSORS THINK FURTHER FOR THEIR RETIREMENT PLAN IDENTIFY PLAN FIDUCIARIES SERVICE PROVIDERS Under ERISA most plan sponsors take on two sets of responsibilities…
ERISA Section 408(b)(2) Fee Disclosures: Impact on Broker-Dealers Marcia S. Wagner, Esq. A Plan Sponsor’s Fiduciary Calling: Improving the Retirement Readiness of Plan…
DIVISION OF SECURITIES UPDATE August 4 2017 Utah Division of Securities Keith Woodwell Benjamin Johnson Ken Barton AGENDA Keith Woodwell -- Regulatory Statistics and Enforcement…
Handbook for the Fiduciary -1- HANDBOOK FOR THE FIDUCIARY ADVISING AND COUNSELING TRUSTEES MARY C. BURDETTE Calloway, Norris, Burdette & Weber 3811 Turtle Creek Blvd.,…
Final Report Obtaining and documenting “consent” for ccTLD delegation and re‐delegation requests …
www.401KGPS.com ® Retirement Allocation Navigation EmployEr 401k RetiRement PLAn GUiDAnCe 401K GPS™ is a powerful, easy-to-use, online platform that delivers the 401k…
ERISA Retirement Plan Fiduciary Responsibility Practicing Fiduciary Prudence Workshop 2006 Benefits New York Conference New York, NY March 13, 2006 11:00 AM – 11:50 AM…
Slide 1 HSAs & RETIREMENT PLAN ADVISORS: A LEGAL, FIDUCIARY & BEST PRACTICES PERSPECTIVE Marcia S. Wagner Slide 2 Employer Sponsored HSAs? Now that HSAs have been…