1. Conflict-Free, Institutional 401(k) Advice that Works Free 1-on-1 Consultations 2. Education with “The Answer” 3. Fiduciary Safe HarborCopyright © 2011 BeManaged.…

Slide 1A Washington Update The Politics of Retirement Marcia S. Wagner, Esq. Slide 2 Introduction –Impending Retirement Plan Crisis Social Security Employer-Sponsored Plans…

Slide 1 What to do to Protect Yourself as an Advisor or Plan Sponsor Marcia S. Wagner, Esq. Slide 2 Introduction I. Fiduciary Duties Under ERISA II.Fiduciary Risks and Potential…

Slide 1 Important Pension Changes From D.C. - What Do You Need to Know? Marcia S. Wagner, Esq. Slide 2 2 Transforming the Retirement System Regulatory landscape is changing.…

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…

Keeping Up With DC Marcia S. Wagner, Esq. 1. Broader âFiduciaryâ Definition 2. Target Date Funds 3. Automatic IRA Legislation Broader âFiduciaryâ Definition ERISA and…

Overview of ERISA Fiduciary Responsibility and Liability and Best Practices Marcia S. Wagner, Esq. TD Ameritrade and The Wagner Law Group are separate and unaffiliated companies…

Overview of ERISA Fiduciary Responsibility and Liability and Best Practices Marcia S. Wagner, Esq. TD Ameritrade and The Wagner Law Group are separate and unaffiliated companies…

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…

CONFERO A quarterly publication of Westminster Consulting www.ConferoMag.com ISSUE NO. 9 ALSO: Wellness Programs in a Multigenerational Workplace How to Attract and Retain…