[PDF] ERISA Fiduciary Compliance Guide by Wagner Marcia | Perlego
Get access to over 650,000 titles
Start your free trial today and explore our endless library.
Start free trial
Join perlego now to get access to over 650,000 books
Join perlego now to get access to over 650,000 books
Join perlego now to get access to over 650,000 books
ERISA Fiduciary Compliance Guide
ERISA Fiduciary Compliance Guide

ERISA Fiduciary Compliance Guide

Wagner Marcia
Start free trial
shareBook
Share book
pages
96 pages
language
English
format
ePUB (mobile friendly)
unavailableOnMobile
Only available on web

ERISA Fiduciary Compliance Guide

Wagner Marcia
Book details
Table of contents

About This Book

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 The ERISA Fiduciary Compliance Guide delivers clear, detailed coverage of: • The expanded and evolving definition of an ERISA fiduciary • Critical changes affecting fiduciary responsibilities, liabilities, and prohibitions • Required disclosures — including those at the service provider and participant level — exactly how they must be made and to whom • The responsibilities of service providers acting as fiduciaries The ERISA Fiduciary Compliance Guide Summary Table of Contents • Who and What are Fiduciaries • DOL Regulatory Efforts in 2010 – Significant Changes in Management of Retirement Plans • Service Provider Disclosures • Service Providers as Fiduciaries • Participant Level Disclosures • Managing Your Fiduciary Duties • Prohibited Transactions • Consequences of Failing to Meet Your Fiduciary Duty • Fiduciary Responsibility and the Management of Plan Assets • Investment Advice vs. Investment Education Authored by ERISA and employment law experts at The Wagner Law Group, The ERISA Fiduciary Compliance Guide is the practical reference you can rely on.

Read More

Information

Publisher
The National Underwriter Company
Year
2012
ISBN
9781938130007
Topic
Business
Subtopic
Insurance

Table of contents