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Documents Corporate Governance & Your Fiduciary Duty Bill Sokol Weinberg Roger & Rosenfeld [email protected].

Slide 1Corporate Governance & Your Fiduciary Duty Bill Sokol Weinberg Roger & Rosenfeld [email protected] Slide 2 Do You Have A Fiduciary Duty to Engage in Issues…

Government & Nonprofit Protecting Your Benefits from the U.S. DOL EBSA

1. Protecting Your Employee Benefits U.S. Department of Labor Employee Benefits Security Administration 2. Who are we and why are we here?  U.S. DOL, EBSA enforces ERISA…

Documents Employment-Based Health Benefits Among Mid-Sized and Large Employers Paul Fronstin, Ph.D. Director,....

Slide 1 Employment-Based Health Benefits Among Mid-Sized and Large Employers Paul Fronstin, Ph.D. Director, Health Research & Education Program Employee Benefit Research…

Documents Marcia S. Wagner, Esq. Managing Director The Wagner Law Group Charles D. Epstein, CLU, ChFC, AIF ®....

Slide 1 Marcia S. Wagner, Esq. Managing Director The Wagner Law Group Charles D. Epstein, CLU, ChFC, AIF ® The 401k Coach ® How You Can Accept Rollover Business From a…

Documents Presentation for Tampa Bay Assn. of Health Underwriters.

Presentation for Tampa Bay Assn. of Health Underwriters PEO is an acronym for a Professional Employer Organization. A PEO is a third party provider of Outsourced Human Resource,…

Documents Marcia S. Wagner, Esq. RETIREMENT PLAN GAME CHANGERS: WHAT ADVISORS NEED TO KNOW.

ERISA Section 408(b)(2) Fee Disclosures: Impact on Broker-Dealers Marcia S. Wagner, Esq. RETIREMENT PLAN GAME CHANGERS: WHAT ADVISORS NEED TO KNOW 1 Introduction 1. Capturing…