The ERISA Fiduciary Compliance Guide
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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
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.
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