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Documents Fiduciary Responsibilities And Risks

1. Fiduciary Responsibilities and RiskMark D. Mensack, AIFA®Piedmont Independent FiduciariesJoanne Szupka, CPARoland J. O’Brien, CPARobert A. Lavenberg, CPA, JD, LL.MBDO…

Documents Webcast ERISA: What You Dont Know Can Hurt You May 16, 2006, 1 pm EDT This webcast is made possible....

Slide 1Webcast ERISA: What You Dont Know Can Hurt You May 16, 2006, 1 pm EDT This webcast is made possible through the sponsorship of the following companies: www.directorsandboards.com…

Documents Marcia Wagner Managing Director The Wagner Law Group Paul J. Tolley Chief Compliance Officer...

Slide 1 Marcia Wagner Managing Director The Wagner Law Group Paul J. Tolley Chief Compliance Officer Commonwealth Financial Network® Leo Karwejna Managing Director, Chief…

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…