PPT-Fiduciary Abuse

Louisiana Paul Greenwood Deputy DA San Diego CA 619 5314040 email at paulgreenwoodsdcdaorg Tristan Svare Deputy DA San Bernardino CA 909 3876533 email at tsvaresbcdaorg. The Child Ab use Prevention and Treatment Act CAPTA has these definitions Child abuse and neglect At a minimum any recent act or failure to act o n the part of a parent or caretaker which results in death serious physical or emotional harm sexual a g executor or administrator Printed Name Fifth Third Bancorp v. Dudenhoeffer. One Year Later. *Russell . L Hirschhorn. Proskauer Rose LLP. 212.969.3286. rhirschhorn@proskauer.com. Matthew Rutchik. ,. U.S. Department of Labor, EBSA. . *slides . David Cabrelli: Senior Lecturer in Commercial Law, University of Edinburgh – david.cabrelli@ed.ac.uk. Scope of Consultation Paper No. 215. Focus in this discussion restricted to:. Duties of investment managers. is brought to you by United Benefit Advisors. in conjunction with Jackson Lewis. For a copy of this presentation, please go to www.UBAbenefits.com. Go to the Wisdom tab and scroll down to HR Webinar Series and click. Under Employer Series . WealthManagement.com. September 2015 DOL COI Survey* Highlights. Knut A. Rostad, President. Institute for the Fiduciary Standard. September 23, . 2015. www.thefiduciaryinstitute.org. Acknowledging Fiduciary Status. Student Governance – Understanding proper governance from the start for success throughout the year.. GOVERNANCE. is a system of checks and balances for your student association. A governance framework designed to:. VARO Philadelphia. October 2015. Burial Automation. Upon the processing of a First Notice of Death (FNOD), if the Veteran was in receipt of Comp/Pension benefits, VA will automate either the $300 basic NSC burial allowance or the $2000 basic SC burial allowance.. JUNE 9 changes. When the DOL Fiduciary Rule was delayed 60 days from April 10, certain changes were made. Transition Period June 9. th. 2017 to December 31. st. 2017. FIA’s and VA’s can be sold under two PTE’s (transition 84-24 or BICE). Presented by:. Jeffrey Levine, CPA/PFS, CFP. ®. , CWS. ®. , MSA. Chief Retirement Strategist, Director of Retirement Education. Ed Slott and Company, LLC. Prohibited Transactions Overview. What makes the word . An ERISA Primer for Defined Contribution Plan Sponsors. Dan Notto. , ERISA Strategist, Retirement Solutions, J.P. Morgan Asset Management. What is ERISA?. ERISA is the acronym for the Employee Retirement Income Security Act of 1974. Child abuse happens in all cultural, ethnic, and income groups. . Child . abuse can be . physical. , emotional/verbal, sexual or through neglect. . Abuse . may cause serious injury to . the . child and may even result in death. . Gregory E. . Kniesel. , ASA. Managing Director. Value Management, Inc.. 770 262 7259. gek@valuemanagementinc.com. Emily Rickard. Associate . McDermott Will & Emery LLP. 202 756 8370. Erickard@mwe.com. Ken Mergen, Vice . President. Zach Karas, Principal. April 10, 2015. . Today’s Agenda. Fiduciary Responsibilities. ERISA vs. Non-ERISA. 3(21), 3(38) Investment Fiduciary. 3(16) Administrative Fiduciary.