'Fiduciary status' presentation slideshows

Marcia S. Wagner, Esq .

The New Fiduciary Rules : What Do TPAs Need to Know and Do Now?. Marcia S. Wagner, Esq. Agenda. Rollout of New Rule New Fiduciary Advice Definition Exclusions from Fiduciary Advice Definition BIC Exemption PTE 84-24 Fee Levelization Practical Considerations. Introduction.

413 views • 41 slides

546 views • 36 slides

RECENT ERISA LITIGATION AND RELATED TITLE I ISSUES

550 views • 34 slides

The Politics of Retirement

The Politics of Retirement. A Washington Update. Marcia S. Wagner, Esq. Introduction. Impending Retirement Plan Crisis Social Security Employer-Sponsored Plans Private Savings Current Private Pension System Half of workers have no plan. Plans have low saving rates and hidden costs.

452 views • 34 slides

The Politics of Retirement

The Politics of Retirement. A Washington Update. Marcia S. Wagner, Esq. Introduction. Impending Retirement Plan Crisis Social Security Employer-Sponsored Plans Private Savings Current Private Pension System Half of workers have no plan. Plans have low saving rates and hidden costs.

426 views • 34 slides

The Politics of Retirement

The Politics of Retirement. A Washington Update. Marcia S. Wagner, Esq. Introduction. Impending Retirement Plan Crisis Social Security Employer-Sponsored Plans Private Savings Current Private Pension System Half of workers have no plan. Plans have low saving rates and hidden costs.

441 views • 34 slides

Marcia S. Wagner, Esq.

Newly Proposed DOL Fiduciary Rule: Moving to a Universal Fiduciary Standard. Marcia S. Wagner, Esq. Introduction. Agenda for Today Background on Existing Rule Proposed Fiduciary Definition Carve-outs from Definition Proposed Best Interest Contract Exemption

342 views • 33 slides

247 views • 24 slides

Fiduciary Issues Peter Welsh, Sr. VP

136 views • 13 slides