ERISA Fiduciary Compliance: Practical Guide to Part Dir Invest 2e

ERISA Fiduciary Compliance: Practical Guide to Part Dir Invest 2e

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  • ISBN-13: 9780735567764
  • ISBN: 073556776X
  • Edition: 2
  • Publication Date: 2007
  • Publisher: Wolters Kluwer Law & Business




Aspen Publishers' ERISA Fiduciary Compliance: A Practical Guide to Participant-Directed Investments is a process-oriented book designed to enlighten administrators about the "ins and outs" of working with 401(k) and 403(b) plan providers. This one-of-a-kind resource will help you: Prepare RFPs Choose the best plan provider Run committee meetings Review investments Fulfill your oversight responsibilities Avoid fiduciary liability ERISA Fiduciary Compliance will help give you the insights and information you need to handle the most important tasks facing plan administrators today: Determine if your investment advisor/broker is providing you with the best available funds Decide when to change your investment options Manage crucial decisions from starting a plan to switching providers Stay in compliance and avoid lawsuits Understand what's really going on in the plan and what the real fees are Designed to help you stay fully compliant with all federal and state regulations, ERISA Fiduciary Compliance explains the concepts of fiduciary responsibility and liability and how these apply to retirement plan investments. The 2008 Edition has been updated to include: Full coverage of the Pension Protection Act of 2006 (PPA) Coverage of changes made to EPCRS in 2006 Analysis of the ERISA implications and concurrent DOL oversight responsibilities associated with the marketing of insurance products to employee benefit plans Coverage of the DOL's clarification, In Field Assistance Bulleting 2004-03, Of directed trustees' limits of liability New required dates for employers to transfer employee contributions that have been collected from an employee's pay to a 403(b) plan Coverage of the DOL's "major initiative" regarding the disclosure of fees charged to benefit plans by service providers Coverage of potential DOL action regarding either amending Section 404(c) regulations or issuing interpretive guidance to encourage more retirement appropriate investments for participants who are automatically enrolled in Section 401(k) plans Coverage of final regulations stating that, effective for tax years beginning in 2006, a 401(k) (or 403(b)) plan may allow participants to designate all or part of their elective deferrals under such plans as a Roth contribution Coverage of the DOL Advisory Opinion in which DOL stated that an individual who advises a plan participant on how to invest assets or manages the assets in exchange for a fee is a fiduciary with respect To The plan, within the meaning of ERISA Section 3(21)(A) Coverage of the DOL's Employee Benefits Security Administration April 2006 update of the VFC program, which adds additional transactions, reduced documentation requirements, a simplified application form, a checklist, and an online calculator To The program Coverage of the DOL's announcement, On October 22, 2006, Of a new enforcement program, The Consultant Adviser Program, which focuses on pension consulting services and is designed to address issues of whether plan service providers, especially investment advisers, may have potential conflicts of interest Coverage of relevant case lawSynder is the author of 'ERISA Fiduciary Compliance: Practical Guide to Part Dir Invest 2e', published 2007 under ISBN 9780735567764 and ISBN 073556776X.

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