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Download ERISA Fiduciary Compliance: A Practical Guide To Participant-Directed Investments fb2

by Michael B. Snyder

  • ISBN: 073556776X
  • Category: Law
  • Author: Michael B. Snyder
  • Subcategory: Tax Law
  • Other formats: txt doc mbr lrf
  • Language: English
  • Publisher: Aspen Publishers; 2 edition (August 10, 2007)
  • FB2 size: 1735 kb
  • EPUB size: 1213 kb
  • Rating: 4.1
  • Votes: 216
Download ERISA Fiduciary Compliance: A Practical Guide To Participant-Directed Investments fb2

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The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements. This breakthrough resource enables you to:, Accurately identify ERISA fiduciaries, Fulfill your fiduciary responsibilities, Make all proper disclosures, Avoid huge new applicable fines.

ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims. Presenting a live 90-minute webinar with interactive Q&A ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims Evaluating Fiduciary Risks and Litigating Alleged Breaches. M&A Auctions: Successful Bidding Strategies. RETIREMENT PLAN FIDUCIARY GUIDE CONGRATULATIONS You re sponsoring a valuable retirement plan for your employees, and BB&T is delighted to assist you in that effort. Employees will appreciate this important.

ERISA Fiduciary Issues: A Practice Guide for Advisors (Practice Guide), will answer these five questions for .

ERISA Fiduciary Issues: A Practice Guide for Advisors (Practice Guide), will answer these five questions for retirement plan advisors: What does it mean to be an ERISA fiduciary? When is an advisor acting as a fiduciary? What are advisors responsibilities if they are fiduciaries? . Investment education to plan participants through group enrollment meetings in which an advisor discusses general investment principles and provides tools that enable participants to model different investment scenarios based on a participants risk tolerance and savings objectives will not subject an advisor to the fiduciary rules.

ERISA Section 404(c) safe harbors can insulate fiduciaries and sponsors from liability for losses in investments. Circuits are split in their interpretation of the safe harbors, and the Ninth Circuit recently issued its Tribble decision, deferring to the DOL's interpretation. Listen as our authoritative panel of ERISA attorneys guides you through the legal developments in fiduciary duty with respect to selecting and replacing plan investment funds and providing plan fee disclosures.

ERISA Retirement Plans: Fiduciary Compliance and Risk Management for Investment Fund Selection and Fee Disclosures. Discharging Fiduciary Duties and Limiting Fiduciary Liability. Recording of a 90-minute CLE webinar with Q&A. Conducted on Thursday, August 8, 2013.

The Employee Retirement Income Security Act (ERISA) of 1974, as amended, does not mandate that . A fiduciary has no obligation under ERISA to provide investment advice to a participant or beneficiary under a section 404(c) plan.

The Employee Retirement Income Security Act (ERISA) of 1974, as amended, does not mandate that pension plans comply with the section 404(c) requirements.

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K&LNG AUGUST 2006 Alert Investment Management/ERISA Fiduciary .

K&LNG AUGUST 2006 Alert Investment Management/ERISA Fiduciary Advice.

Aspen Publishers' ERISA Fiduciary Compliance: A Practical Guide to Participant-Directed Investments is a process-oriented book designed to enlighten administrators about the "ins and outs" of working with 401(k) and 403(b) plan providers. This one-of-a-kind resource will help you:

Prepare RFPs Choose the best plan provider Run committee meetings Review investments Fulfill your oversight responsibilities Avoid fiduciary liability

ERISA Fiduciary Compliance will help give you the insights and information you need to handle the most important tasks facing plan administrators today:

Determine if your investment advisor/broker is providing you with the best available funds Decide when to change your investment options Manage crucial decisions from starting a plan to switching providers Stay in compliance and avoid lawsuits Understand what's really going on in the plan and what the real fees are

Designed to help you stay fully compliant with all federal and state regulations, ERISA Fiduciary Compliance explains the concepts of fiduciary responsibility and liability and how these apply to retirement plan investments. The 2008 Edition has been updated to include:

Full coverage of the Pension Protection Act of 2006 (PPA) Coverage of changes made to EPCRS in 2006 Analysis of the ERISA implications and concurrent DOL oversight responsibilities associated with the marketing of insurance products to employee benefit plans Coverage of the DOL's clarification, in Field Assistance Bulleting 2004-03, of directed trustees’ limits of liability New required dates for employers to transfer employee contributions that have been collected from an employee's pay to a 403(b) plan Coverage of the DOL's "major initiative" regarding the disclosure of fees charged to benefit plans by service providers Coverage of potential DOL action regarding either amending Section 404(c) regulations or issuing interpretive guidance to encourage more retirement appropriate investments for participants who are automatically enrolled in Section 401(k) plans Coverage of final regulations stating that, effective for tax years beginning in 2006, a 401(k) (or 403(b)) plan may allow participants to designate all or part of their elective deferrals under such plans as a Roth contribution Coverage of the DOL Advisory Opinion in which DOL stated that an individual who advises a plan participant on how to invest assets or manages the assets in exchange for a fee is a fiduciary with respect to the plan, within the meaning of ERISA Section 3(21)(A) Coverage of the DOL's Employee Benefits Security Administration April 2006 update of the VFC program, which adds additional transactions, reduced documentation requirements, a simplified application form, a checklist, and an online calculator to the program Coverage of the DOL's announcement, on October 22, 2006, of a new enforcement program, the Consultant Adviser Program, which focuses on pension consulting services and is designed to address issues of whether plan service providers, especially investment advisers, may have potential conflicts of interest Coverage of relevant case law



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