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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 Shrm 401(K) Study

1. SHRM Poll: 401(k) Investment Education and Advice Organizations Are Providing to Plan Participants August 25, 2010 2. Introduction • The 401 (k) plans covered in this…

Technology Benchmarking v2.0- Improved Outcomes for Plan Sponsors and Participants

1. Benchmarking v2.0: Improved Outcomes for Plan Sponsors and Participants Tom Kmak, CEO Fiduciary Benchmarks 2. Copyright© Fiduciary Benchmarks All Rights Reserved Agenda…

Economy & Finance goodrich 66FE3507-997B-48B9-9D4F-BD66CE365D8D_FinalGR07Proxy

1. 2007 Annual Meetingof Shareholders and Proxy Statement 2. Four Coliseum Centre 2730 West Tyvola Road Charlotte, North Carolina 28217NOTICE TO SHAREHOLDERS THE ANNUAL MEETING…

Documents Sample Disaster Recovery Plan

Business Continuity Planning (BCP) Sample Plan for Nonprofit Organizations Sample BCP Plan Introduction ThefollowingisaSampledisaster recoveryplan. Pleasenotethat thisplanisprovidedto…

Economy & Finance Stratum Benefit Solutions Presentation

1. Covenant Care – An Affordable Self-Funded Alternative For Employer Groups of 25-250 Employees 2. Offers a viable alternative to your clients who are fully insured Helps…

Documents dividendpolicy-090421213325-phpapp02

Dividend Policy Quiz 2 Explain in detail why we have to calculate cost of capital? Why cost of debt is usually cheaper than cost of equity? How do you calculate cost of debt…

Documents Pension Accounting

1. Pension Accounting and the Case of General Motors Monday September 11, 2006 2. By the end of today’s lecture, you should be able to: Provide overview of how pension…

Documents "Creating Ongoing Successful Retirement Plan Experiences

1. “ Creating Ongoing Successful Retirement Plan ExperiencesFor Employers And Employees” ©401(k) Advisors 2006. Securities offered through Financial Telesis, Inc. Investment…

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…