'Fee disclosure' diaporamas de présentation

399 views • 33 slides

413 views • 33 slides

The Changing DC Landscape: How Regulation Is Changing the Face of the DC Plan

Dave Nadig , Moderator President, ETF Analytics IndexUniverse Jimmy Veneruso , CFA, Presenter Vice President Callan Associates Marcia Wagner, Presenter Principal The Wagner Law Group. The Changing DC Landscape: How Regulation Is Changing the Face of the DC Plan. Dave Nadig ,

445 views • 28 slides

408(b)(2) FEE DISCLOSURE By: Kathy K. Walker, VP S impkins & A ssociates

349 views • 23 slides

What does a TPA do?

What does a TPA do?. Provides compliance and remittance services Signs off on all plan transactions and fields participant inquiries Full indemnification for plan administration errors Provides written plan document. What does a TPA do?. Participant Support Audit support

165 views • 16 slides