PPT-Fiduciary accounting Fiduciary Accounting

 is the accounting and evaluation of a third partys business and property maintained under the guardianship of another person    . . Duane R. Thompson, AIFA®. Senior Policy Analyst, fi360. Session Overview . The fiduciary standard exists for the benefit of society, professionals, and, most importantly, the individuals who rely upon fiduciaries. . Louisiana. Paul Greenwood, Deputy DA – San Diego, CA. (619) 531-4040 email . at paul.greenwood@sdcda.org. Tristan Svare, Deputy DA – San Bernardino, CA. (909) 387-6533 email at . tsvare@sbcda.org. 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:. John R. Anzivino, CPA. Claudia M. Bendana, CPA. Kaufman Rossin. November 19, 2015. 1. Facts:. Date of death: April, 2013. Decedent was survived by five adult children . Decedent created several revocable trusts during life . Fiduciary Program Oversight. VA’s Role: . To conduct oversight of beneficiaries to ensure their well-being, and appoint and conduct oversight of fiduciaries who manage their benefits . Oversight . 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. What . Do You Need to Know . and Do Now?. Agenda. Rollout of New Rule. New Fiduciary Advice Definition. Exclusions from Fiduciary Advice Definition . BIC Exemption. PTE 84-24. Fee Levelization. Robo-Advice. February 25, 2015 . CIEBA. A brief history of . ERISA:. Statute enacted September 2, 1974 in response to Congressional concern . over . mismanagement and misappropriation of . funds.. Statute applies only to employee benefit plans of private employers and employee organizations.. 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. Financial Management. Alison Crane, Assistant General Counsel. David Keen, Chief Financial Officer. American Psychiatric Association (APA). May 2019. A DB IS A CORPORATION. As a corporate entity in state:. Presented by Harry . Goslett. THE FIDUCIARY RELATIONSHIP:. Trust like.. Characterized by elements of trust, loyalty, confidentiality, and good faith i.e. trustee and beneficiary; guardian and ward; Director and corporation; solicitor and client; doctor and patient; parent and child.. 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. Trust Accounting Compliance Counsel. North Carolina State Bar. !. Topics to Be Covered. Trust Account Rules. Key Concepts. Trust Account Basics. Funds Go In (Deposit). Funds Go Out (Disbursement). Recordkeeping.