| Description |
It is important for employers to consider their fiduciary duties with regard to the plans they sponsor. 2010 has seen new guidance affecting fiduciaries. We will cover the new guidance. We will also present an overview of some of the recent fiduciary court cases. Topics will include:- Overview of Fiduciary Rules
- EBSA Target Date Fund Bulletin
- Proposed Investment Advice Regulations
- QDRO Timing Final Rules
- Safe Harbor for Deferral Deposit and Loan Repayments
- Bonding, the Most Common Plan Failure
- Overview of Trends in Fiduciary Court Cases
- Supreme Court Case Conkwright v. Frommert
- Other Court Cases
- Latest Developments
- Amendment to Class Exemption Involving Qualified Professional Asset Managers
This eSeminar will be presented by Bill Grossman, QPA, ERPA, who is McKay Hochman's Director of Education and Communication. |
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| Fee |
$249.00 per computer (multiple attendees can view from one computer) |
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$37.35 discount for NIPA members
(discount code required)
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| Course Level |
Intermediate |
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| Prerequisite |
None |
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| CPE Credit |
You may be eligible for 2 CPE credits |
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Who Should Attend? |
Retirement Plan Professionals |
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| Duration |
100 minutes |
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| Delivery Mode |
Group Internet Based |
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| Advanced Preparation |
None |
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NASBA Statement |
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| Administrative Policy |
Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints. |
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| Cancellation Policy |
Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar. |
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NIPA members entitled to the discount rate, please call (973) 492-1880 or email seminars@mhco.com to obtain a discount code. |
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