'Eligible investment advice arrangement' diaporamas de présentation

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Priority Objectives from Washington. Outlook on U.S. Private Retirement System Retirement security remains a major priority. Pushing for reform through Congress and DOL.

561 views • 49 slides

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL is rolling out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures

555 views • 48 slides

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL is rolling out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures

542 views • 44 slides

What is New in DC: The Most Critical Items to the Obama Administration

585 views • 40 slides

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL rolled out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures Participant investment advice

458 views • 39 slides

Important Pension Changes From D.C. - What Do You Need to Know?

Important Pension Changes From D.C. - What Do You Need to Know?. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL is rolling out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures

393 views • 39 slides

Plan Fees and Fiduciary Responsibilities - Preparing for the New Rules

Plan Fees and Fiduciary Responsibilities - Preparing for the New Rules. Marcia S. Wagner, Esq. Transforming the Retirement System. Regulatory landscape is changing. DOL is rolling out new rules for 2012. Fee disclosures for plan sponsors Participant-level fee disclosures

397 views • 31 slides