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Documents What to Expect from an Employee Benefits Security Administration (EBSA) Investigation Susan Gilmore....

Slide 1What to Expect from an Employee Benefits Security Administration (EBSA) Investigation Susan Gilmore Fultz Associate Regional Director Cincinnati Regional Office May…

Documents U.S. Department of Labor Employee Benefits Security Administration (EBSA) Pension & Health Plan...

Slide 1U.S. Department of Labor Employee Benefits Security Administration (EBSA) Pension & Health Plan Options for Small Business Owners Slide 2 Employee Benefits Security…

Documents Avoiding Operational and Compliance Pitfalls and Traps with your Consumer Driven Plan Presented by.....

Slide 1Avoiding Operational and Compliance Pitfalls and Traps with your Consumer Driven Plan Presented by John Hickman, Esq. © 2007, Alston & Bird, LLP Slide 2 Overview…

Documents Steve Verno. I am NOT a lawyer. I DO NOT provide legal advice. The information in this presentation....

Slide 1Steve Verno Slide 2 I am NOT a lawyer. I DO NOT provide legal advice. The information in this presentation is for training purposes only! Slide 3 Health Insurance…

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:…

Documents U.S. Department of Labor Wage and Hour Division SCA Compliance Principles.

Slide 1U.S. Department of Labor Wage and Hour Division SCA Compliance Principles Slide 2 U.S. Department of Labor Wage and Hour Division SCA Compliance Principles Payment…

Documents What East Tennessee Employers Need to Know: Fiduciary Update and Best Practices Robert Rachal August...

Slide 1 What East Tennessee Employers Need to Know: Fiduciary Update and Best Practices Robert Rachal August 19, 2014 Slide 2 Program Overview Donning the fiduciary hat:…

Documents 1 Pensions (FAS 87); Post Retirement Benefits (FAS 106); Post Employment Benefits (FAS 112);...

Slide 1 Slide 2 1 Pensions (FAS 87); Post Retirement Benefits (FAS 106); Post Employment Benefits (FAS 112); Disclosure about Pensions, etc. (FAS 132 [R]) – amendment of…

Documents Can Increased Ownership Improve US economic performance and democratic governance? I. The...

Slide 1 Can Increased Ownership Improve US economic performance and democratic governance? I. The Problem/Facts: Capital Ownership, Technology, and Inequality II. The American…

Documents Managing Your Fiduciary Responsibilities Kevin Handford, CFP®, ChFC®, CFS®, AIF® 7 Hotel Street,...

Slide 1 Managing Your Fiduciary Responsibilities Kevin Handford, CFP®, ChFC®, CFS®, AIF® 7 Hotel Street, Warrenton, VA 20186 540-349-0700 Securities and Advisory Services…