'Fee disclosure' diaporamas de présentation

Fee disclosure - PowerPoint PPT Presentation

What’s New Out of Washington DC

What’s New Out of Washington DC

What’s New Out of Washington DC. Bob Kaplan, CFP, CPC, QPA, APA VP, National Training Consultant. Important Information – The Legal Stuff.

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413 views • 33 slides
What’s New Out of Washington DC

What’s New Out of Washington DC

What’s New Out of Washington DC. Bob Kaplan, CFP, CPC, QPA, APA VP, National Training Consultant. Important Information – The Legal Stuff.

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422 views • 33 slides
The Changing DC Landscape: How Regulation Is Changing the Face of the DC Plan

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 ,

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466 views • 28 slides
408(b)(2) FEE DISCLOSURE By: Kathy K. Walker, VP S impkins & A ssociates

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

408(b)(2) FEE DISCLOSURE By: Kathy K. Walker, VP S impkins & A ssociates. DISCLOSURE………………. The information provided in this presentation is based upon complex requirements of the IRS and Treasury Regulations.

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372 views • 23 slides
What does a TPA do?

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

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178 views • 16 slides

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