ERISA Fiduciary Issues: A Guide for Advisors
How you can accept rollover business from a 401(k) plan napa asppa-wagner_epsteincombined
Introduction DOL Fiduciary Proposal ∙ Broadens scope of advisors deemed to be fiduciaries Agenda ∙ Existing Rule ∙ Proposed Fiduciary Definition and Exemptions.
Marcia S. Wagner, Esq. Managing Director The Wagner Law Group Charles D. Epstein, CLU, ChFC, AIF ® The 401k Coach ® How You Can Accept Rollover Business.
Doing M&A Deals in Germany – a summary of legal and other aspects worth knowing Robert P. Wethmar Taylor Wessing Hamburg, Germany.
FOR DEALER AND INSTITUTIONAL USE ONLY. Should not be shown, quoted, or distributed to the public. Advanced (k) Benchmarking advisor fees and services 17362.1.
