Erisa for Money Managers, 2013
This book, prepared by professionals with years of experience counseling money managers, is a unique reference organized by topic for quick research.
This compact guide will help financial advisors, plan sponsors, money managers and all professional fiduciaries protect themselves, stay in compliance—and stay one step ahead of the government mandate—by putting a simple IPS process in ...
This compact guide will help financial advisors, plan sponsors, money managers and all professional fiduciaries protect themselves, stay in compliance and stay one step ahead of the government mandate by putting a simple IPS process in ...
Praise for The Four Pillars of Retirement Plans "This up-to-the-minute book shows how the Supreme Court's recent LaRue decision has reshaped the world of retirement plans.
Every advisor in your firm should have a copy" of this compact new guide, claims Harold Evensky, respected financial professional and author of Wealth Management.
This expert reference book clearly explains every aspect of ERISA fiduciary duty, providing information, guidance, and advice on prohibited transactions, investments, fiduciary liability, IRS, DOL, and PBGC requirements, and more.
"Josh Itzoe has a remarkable capacity for seeing through the maze of regulations surrounding qualified plans to the handful of core ideals by which successful plans must operate. This is a great, understandable guide for plan sponsors.
Anyone involved in the administration of ERISA-based retirement plans should have this book; it's the perfect resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, Employee benefits consultants ...
He is a frequent speaker and author of articles on employee benefit matters. Summer Conley is a partner in Faegre Drinker's Employee Benefits & Executive Compensation Practice Group. Her practice covers a variety of employee benefit ...