Trustee Handbook
Author: Lawrence R. Beebe
Publisher:
Published: 2017-09
Total Pages: 529
ISBN-13: 9780891547761
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The Fiduciary
Author: Christian D. Rahaim
Publisher: iUniverse
Published: 2005
Total Pages: 381
ISBN-13: 0595344291
DOWNLOAD EBOOKFor any company or person considering or currently serving in the capacity of an ERISA (Employee Retirement Income Security Act) fiduciary, author Christian D. Rahaim's The Fiduciary: An In-depth Guide to Fiduciary Duties--From Studebaker to Enron, is an invaluable resource. The Fiduciary contains essential material--from the evolution of the fiduciary concept to its adaptation in ERISA and its continued evolution in the workplace. The clear and concise chapters build the framework for the reader to develop an understanding of the content, operations, and issues with the fiduciary obligation, such as: - An overview of pension plans - Responsibilities of a fiduciary - Investment management for defined contribution and benefit plans - Plan fees and expenses - Administration and compliance Christian Rahaim relies on more than twelve years of human resource management experience to guide employers through the processes related to employee benefits and fiduciary responsibilities. Citing the classic example of the Studebaker Corporation and the high-profile debacle of Enron, he details major factors that should be considered in fiduciary roles. The Fiduciary is an employers' guide for updated information on the increasingly controversial, legislated, and litigated topic of employee benefit plans.
Favorable Determination Letter
Author: United States. Internal Revenue Service
Publisher:
Published: 2001
Total Pages: 8
ISBN-13:
DOWNLOAD EBOOKFixing the 401(k)
Author: Joshua P. Itzoe
Publisher: Hillcrest Publishing Group
Published: 2008
Total Pages: 174
ISBN-13: 1934937177
DOWNLOAD EBOOKAre you a retirement plan fiduciary but unsure of what's required of you? Does it scare you to be held personally liable for bad decisions? Do you have a sneaking suspicion that your plan is paying too much in fees but you're not sure how to find out? Are you worried that your employees won't be able to retire? If the answer to any of these questions is "Yes," this book is for you. "Josh Itzoe has a remarkable capacity for seeing through the maze of regulations surrounding qualified plans to the handful of core ideals by which successful plans must operate. This is a great, understandable guide for plan sponsors." -Pete Swisher, CFP, CPC, Vice President and Senior Institutional Consultant, Unified Trust Company, N.A. and author of "401 (k) Fiduciary Governance: An Advisor's Guide" "Fixing the 401(k) is a bold and excellent work. Josh Itzoe reminds us that excellence is desperately needed within our private retirement system. By following the solid principles shared in this book, Itzoe reveals how any employer, large or small, can build and operate an excellent 401(k). The 401(k) is the mechanism that over fifty million people will rely upon to help their retirement dreams become a reality. This book is the starting point for employers who want to understand how to make their 401(k) truly excellent and help secure the common good of society." -Matthew D. Hutcheson, Congressional Expert and Independent Pension Fiduciary
What You Should Know about Your Retirement Plan
Author: U.S. Department of Labor
Publisher: GPO FCIC
Published: 2006
Total Pages: 44
ISBN-13: 9781612210742
DOWNLOAD EBOOKHelps you understand your employer's retirement savings plan, know what information you should review periodically and where to go for help with questions. Explains when and how you can receive retirement benefits, the responsibilities of those who manage
Employee Benefits Law
Author: Jeffrey D. Mamorsky
Publisher: Law Journal Press
Published: 2023-10-28
Total Pages: 1436
ISBN-13: 9781588520074
DOWNLOAD EBOOKEmployee Benefits Law: ERISA and Beyond takes you step by step through these and other statutes and regulations to help ensure that your plans are properly structured, qualified and implemented.
ERISA Practice and Procedure
Author: Ronald J. Cooke
Publisher:
Published:
Total Pages:
ISBN-13:
DOWNLOAD EBOOKD&o Guide to Cyber Governance
Author: Jody R. Westby
Publisher:
Published: 2022-05-02
Total Pages: 192
ISBN-13: 9781639050024
DOWNLOAD EBOOKThis practical guide will help directors and officers of all organizations establish a cyber governance framework that enables them to meet their fiduciary duties, protect digital assets, ensure the organization meets its privacy and cybersecurity compliance requirements, and avoid litigation. Valuable checklists, charts, and a cyber lingo cheat sheet are included for quick reference.
Model Rules of Professional Conduct
Author: American Bar Association. House of Delegates
Publisher: American Bar Association
Published: 2007
Total Pages: 216
ISBN-13: 9781590318737
DOWNLOAD EBOOKThe Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Litigating Fiduciary Duty Claims
Author: Jason R. Domark
Publisher:
Published: 2022
Total Pages:
ISBN-13: 9781641059985
DOWNLOAD EBOOK"This book is a practical guide for lawyers who are either beginning a fiduciary litigation practice or who are handling a fiduciary duty case in an unfamiliar area"--
