'Product provider' presentation slideshows

Final 403(b) Regulations

Final 403(b) Regulations. Focus on Impact for K-12 Schools. Overview of Presentation. Provide summary of relevant features of final 403(b) regulations Discuss impact on public education employers and employees Planning strategies and action steps

978 views • 72 slides

Compliance Update Graeme Stewart, Compliance Partner

Compliance Update Graeme Stewart, Compliance Partner. Agenda. Due Diligence Inducement and Conflicts of Interest Recent Developments. Due Diligence . A good due diligence document is one where the firm has: Documented its thought process Highlighted its key criteria

307 views • 19 slides

Proxying in Federationland

46 views • 4 slides