'Plan fiduciary' presentation slideshows

Fiduciary Oversight: Timely Topics for Employee Benefit Plan Sponsors

Fiduciary Oversight: Timely Topics for Employee Benefit Plan Sponsors. Charles Bruder Scott Rappoport Kriste Naples-DeAngelo. The material provided herein is for informational purposes only and is not intended as legal advice or counsel. Please help yourself to food and drinks

1.07k views • 98 slides

November 20 th , 2012

November 20 th , 2012 . FIDUCIARY REVIEW & IMPORTANT YEAR-END ITEMS SPONSORED BY: Simpkins & Associates SPEAKERS: Philip Simpkins, Kathy Walker & Tom Bick. The information provided in this presentation is based upon complex requirements of the IRS and Treasury Regulations.

651 views • 45 slides

Fiduciaries & 401(k) Fees: Do New Disclosure Rules= New Exposures?

Fiduciaries & 401(k) Fees: Do New Disclosure Rules= New Exposures?. Introductions. MODERATOR: Gregory C. Braden, Esq., Partner, Morgan Lewis & Bockius LLP PANELISTS: Gary A. Gotto, Esq., Attorney, Keller Rohrback James T. Hynes, Esq., Technical Director, Travelers

574 views • 44 slides

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL rolled out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures Participant investment advice

460 views • 39 slides

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL is rolling out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures

397 views • 39 slides

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL is rolling out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures

401 views • 35 slides

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL is rolling out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures

356 views • 35 slides

ERISA: The State of the Industry

ERISA: The State of the Industry. Roberta J. Ufford Groom Law Group, Chartered April 7, 2008. Litigation Trends Developing Regulation Delinquent Contributions Undirected Balances Investment Advice (IRAs) Participant Disclosure. Litigation Trends. 401(k) Plan Fee Litigation

410 views • 27 slides

How Much Does Your Retirement Plan Really Cost?

How Much Does Your Retirement Plan Really Cost?. Presented by Harvey M. Katz, Esq. Fox Rothschild LLP 100 Park Ave. 15 th Floor New York, NY 10017 212-878-7976 973-650-7656 hkatz@foxrothschild.com. Overview. Hidden fees cost employers and participants money Who is legally responsible?

291 views • 27 slides

NCPERS Code of Conduct for Service Providers

NCPERS Code of Conduct for Service Providers. National Conference on Public Employee Retirement Systems. Session Presenters. Hank Kim, Esq. NCPERS executive director & counsel. Stuart Kaufman, Esq. Partner, KKJ&L. Agenda.

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