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Documents Brian M. Pinheiro, Esq.

1. Fiduciary Issues for 2006 and Beyond Brian M. Pinheiro, Esq. PEBA Presentation November 10, 2005 2. Fiduciary Topics Who is a fiduciary? What are the fiduciary duties?…

Documents Gear Up For More 401(k) Rollovers Retirement Management Systems.

Slide 1Gear Up For More 401(k) Rollovers Retirement Management Systems Slide 2 Retirement Management Systems Savings Plan Management An asset management program for 401(k),…

Documents Hr Presentation, Financial Education in the Workplace

1. Financial Education Why Investingin Employees’ Financial Well-Being Makes Good Business Sense 2. Why Do Employees Need Financial Education?61% of Americans report having…

Business Health Decisions Webinar: Why cost sharing is not working

1. Why Cost Sharing is Not WorkingPresenter: Si Nahra, Ph.D., President March 28, 2013 2. About Health Decisions, Inc.Pioneering Specialists inGroup Health CarePost-Payment…

Business Web program slides (2) (2)

1. Negotiating ERISA Service Provider Agreements: Practical Options and Avoiding Pitfalls : THURSDAY, MAY 15, 2014 Sarah E. Downie, Partner, Hughes Hubbard & Reed, New…

Documents Notes Presentation

1. Welcome Webinar – How to Lend with Your IRA www.theentrustgroup.com Office in Chicago and Fort Myers 2. Who We Are… Dave Owens, CPA, CES Entrust…

Economy & Finance ERISA Fiduciary Issues: A Guide for Advisors

ERISA Fiduciary Issues: A PRACTICE GUIDE FOR ADVISORS TRUST RESPONSIBILITY FOCUS INTEGRITY © 2013 Broadridge Financial Solutions Page 1 ERISA Fiduciary Issues: A Practice…

Documents 1 “Critical ERISA Issues” Roberta J. Ufford Groom Law Group, Chartered March 31, 2010.

Slide 1 1 “Critical ERISA Issues” Roberta J. Ufford Groom Law Group, Chartered March 31, 2010 Slide 2 2 Pending Disclosure Regulation Investment Advice 401(k) Fee Litigation…

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 §408(b)(2) – Fee Disclosure; Interim Final Rules Robert Goldberg, Associate Regional Director...

Slide 1 §408(b)(2) – Fee Disclosure; Interim Final Rules Robert Goldberg, Associate Regional Director U.S. Department of Labor Employee Benefit Security Administration…