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The ERISA Fiduciary Compliance Guide

SKU: 1940000B

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Quick Overview

The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

The ERISA Fiduciary Compliance Guide

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The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.  

This breakthrough resource enables you to:

  • Accurately identify ERISA fiduciaries
  • Fulfill your fiduciary responsibilities
  • Make all proper disclosures
  • Avoid huge new applicable fines

The ERISA Fiduciary Compliance Guide delivers clear, detailed coverage of:

  • The expanded and evolving definition of an ERISA fiduciary
  • Critical changes affecting fiduciary responsibilities, liabilities, and prohibitions
  • Required disclosures  — including those at the service provider and participant level  — exactly how they must be made and to whom
  • The responsibilities of service providers acting as fiduciaries

 The ERISA Fiduciary Compliance Guide Summary Table of Contents:

  • Who and What are Fiduciaries
  • DOL Regulatory Efforts in 2010 – Significant Changes in Management of Retirement Plans
  • Service Provider Disclosures
  • Service Providers as Fiduciaries
  • Participant Level Disclosures
  • Managing Your Fiduciary Duties
  • Prohibited Transactions
  • Consequences of Failing to Meet Your Fiduciary Duty
  • Fiduciary Responsibility and the Management of Plan Assets
  • Investment Advice vs. Investment Education

Authored by ERISA and employment law experts at The Wagner Law Group, The ERISA Fiduciary Compliance Guide is the practical reference you can rely on.

 

 ISBN
9781936362820
 EISBN
9781938130007
 Page Count
96
 Author
Marcia S. Wagner, J.D., Stephen J. Migausky, J.D., and Daniel L. Blynn