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Documents 1. Summary Paper a collaboration of: the Stanford Center on Longevity, and the Society of Actuaries....

Slide 11 Slide 2 Summary Paper a collaboration of: the Stanford Center on Longevity, and the Society of Actuaries Committee on Post-Retirement Needs and Risks (CPRNR) Authored…

Business MIRA Fiduciary Audit Introduction

1. ERISA FIDUCIARY COMPLIANCE AUDIT SERVICES 2. MillenniuM Investment and Retirement Advisors, LLC (“MIRA”) is an unaffiliated ERISA defined independent fiduciary to…

Documents EMERGING ISSUES FOR DEFINED CONTRIBUTION PLANS LEGAL LESSONS FROM THE U.S. FOR CAPITAL ACCUMULATION....

Slide 1 EMERGING ISSUES FOR DEFINED CONTRIBUTION PLANS LEGAL LESSONS FROM THE U.S. FOR CAPITAL ACCUMULATION PLAN PLAN MANAGERS Douglas L. Greenfield 1 Slide 2 Basic Conceptual…

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…