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Corporate Compliance and The U.S. Department of Labor How to Bulletproof Your Company From DOL and Participant Initiated ERISA Liability Jay Van Heyde,
Documents Corporate Compliance and The U.S. Department of Labor How to Bulletproof Your Company From DOL and.....

Slide 1Corporate Compliance and The U.S. Department of Labor How to Bulletproof Your Company From DOL and Participant Initiated ERISA Liability Jay Van Heyde, Esq. Dean,…

Texas C-Bar Pro Bono Week Dallas Volunteer Attorney Project Critical Compliance and Ethics Issues for Nonprofit Tax-Exempt Organizations Darren B. Moore.
Documents Texas C-Bar Pro Bono Week Dallas Volunteer Attorney Project Critical Compliance and Ethics Issues...

Slide 1Texas C-Bar Pro Bono Week Dallas Volunteer Attorney Project Critical Compliance and Ethics Issues for Nonprofit Tax-Exempt Organizations Darren B. Moore Bourland,…

1 TOPICS Fiduciary Responsibility Fee Disclosure to Plan Sponsors Participant-Level Fee Disclosure.
Documents 1 TOPICS Fiduciary Responsibility Fee Disclosure to Plan Sponsors Participant-Level Fee Disclosure.

Slide 11 TOPICS Fiduciary Responsibility Fee Disclosure to Plan Sponsors Participant-Level Fee Disclosure Slide 2 Employee Benefits Security Administration EBSAs Mission:…

Board Forum March 2011 Fiduciary Duty 101
Documents Board Forum March 2011 Fiduciary Duty 101

1. Jeremy O. Evans 2. Fiduciary Duty 101: A Primer for Directors Jeremy O. EvansMarch 2011Jeremy O. Evans 3. What is a Fiduciary? 4. What is a Fiduciary?o Fiduciary, [Noun]…

Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian Bouchard
Economy & Finance Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian Bouchard

1. Q4 2014 TP476 2015 Fee Policy Statement: Best Practices for Managing Plan Expenses Under ERISA 2. 1974 ERIS A 1980’s 401(k) Plans 2000 - 2002 Corporate Fiduciary Governance…

Marcia S. Wagner, Esq. A Plan Sponsor’s Fiduciary Calling: Improving the Retirement Readiness of Plan Participants Sponsored by: Mutual of Omaha.
Documents Marcia S. Wagner, Esq. A Plan Sponsor’s Fiduciary Calling: Improving the Retirement Readiness of.....

Slide 1 Marcia S. Wagner, Esq. A Plan Sponsor’s Fiduciary Calling: Improving the Retirement Readiness of Plan Participants Sponsored by: Mutual of Omaha Slide 2 2 Helping…

Jay Van Heyde, Esq. Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. April 19, 2012
Documents Jay Van Heyde, Esq. Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. April 19, 2012

Corporate Compliance and The U.S. Department of Labor How to Bulletproof Your Company From DOL and Participant Initiated ERISA Liability Jay Van Heyde, Esq. Dean, Mead, Egerton,…

A Plan Sponsor’s Fiduciary Calling: Improving the Retirement Readiness of Plan Participants
Documents A Plan Sponsor’s Fiduciary Calling: Improving the Retirement Readiness of Plan Participants

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…

Basics of ERISA
Documents Basics of ERISA

Marcia S. Wagner, Esq. Z. Jane Riley The Leaders Group, Inc. Christopher Guanciale PlanMember Services Corporation Basics of ERISA * 1. Basic Fiduciary Duties and Standards…

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