'Fiduciary advice' presentation slideshows

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Marcia S. Wagner, Esq.

Marcia S. Wagner, Esq.

The New Fiduciary Rules: What Do You Need to Know and Do Now?. Marcia S. Wagner, Esq. Agenda. Rollout of New Rule New Fiduciary Advice Definition Exclusions from Fiduciary Advice Definition BIC Exemption PTE 84-24 Fee Levelization Robo-Advice Rollovers Managed Accounts

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646 views • 64 slides
Marcia S. Wagner, Esq.

Marcia S. Wagner, Esq.

The New Fiduciary Rules: What Do You Need to Know and Do Now?. Marcia S. Wagner, Esq. Agenda. Rollout of New Rule New Fiduciary Advice Definition Exclusions from Fiduciary Advice Definition BIC Exemption PTE 84-24 Fee Levelization Robo-Advice Rollovers Managed Accounts

★ ★ ★ ★ ★

652 views • 51 slides
Marcia S. Wagner, Esq.

Marcia S. Wagner, Esq.

The New Fiduciary Rules: What Do You Need to Know and Do Now?. Marcia S. Wagner, Esq. Agenda. Rollout of New Rule New Fiduciary Advice Definition Exclusions from Fiduciary Advice Definition BIC Exemption PTE 84-24 Fee Levelization Robo-Advice Rollovers Managed Accounts

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831 views • 51 slides
THE

THE

THE. DEPARTMENT OF LABOR FINAL REGULATION. Fiduciary Investment Advice. What You Need to Know Now!. Kate Jensen Associate Steptoe & Johnson LLC. Scott Sinder Partner Steptoe & Johnson LLC. Kevin Mayeux , CAE NAIFA CEO. Basic Architecture of the Rule. F iduciary?

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474 views • 47 slides
Marcia S. Wagner, Esq .

Marcia S. Wagner, Esq .

The New Fiduciary Rules : What Do TPAs Need to Know and Do Now?. Marcia S. Wagner, Esq. Agenda. Rollout of New Rule New Fiduciary Advice Definition Exclusions from Fiduciary Advice Definition BIC Exemption PTE 84-24 Fee Levelization Practical Considerations. Introduction.

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412 views • 41 slides
The Politics of Retirement

The Politics of Retirement

The Politics of Retirement. A Washington Update. Marcia S. Wagner, Esq. Introduction. Impending Retirement Plan Crisis Social Security Employer-Sponsored Plans Private Savings Current Private Pension System Half of workers have no plan. Plans have low saving rates and hidden costs.

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449 views • 34 slides
The Politics of Retirement

The Politics of Retirement

The Politics of Retirement. A Washington Update. Marcia S. Wagner, Esq. Introduction. Impending Retirement Plan Crisis Social Security Employer-Sponsored Plans Private Savings Current Private Pension System Half of workers have no plan. Plans have low saving rates and hidden costs.

★ ★ ★ ★ ★

426 views • 34 slides
The Politics of Retirement

The Politics of Retirement

The Politics of Retirement. A Washington Update. Marcia S. Wagner, Esq. Introduction. Impending Retirement Plan Crisis Social Security Employer-Sponsored Plans Private Savings Current Private Pension System Half of workers have no plan. Plans have low saving rates and hidden costs.

★ ★ ★ ★ ★

440 views • 34 slides

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