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How to Reduce Your ERISA Risks and the Role of Fiduciary Liability Insurance Contents Foreword 4 Introduction Understanding the ERISA Responsibilities of Plan Sponsors Fiduciaries and Parties in I. Fiduciary Samuel W. Halpern Area Executive Vice President (Ret.) Institutional Investment & Fiduciary Services 2 In recent years, the combination of the Enron/WorldCom/Global Crossing disasters, pass . 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. . ProfessorofEquity&Law,QueenMary,UniversityofLondon,andofLincoln’sInn,Barrister.OnwhichseegenerallyGWThomasandASHudson,TheLawofTrusts,OxfordUniversityPress,chapter30;ASHudson,Equity&Trusts,5thedit Nigel . Trevethan. Steven Abramson. Mortgage Brokers Association of British Columbia. Kelowna – October 1, 2014. Important . Legal Concepts for Mortgage Brokers. Contract Law. Negligence Law. Misrepresentations. 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. Jesse L. Reynolds – J.L.Reynolds@uvt.nl. Faculty of Law, . University of Tilburg. Today. SRM field research and its risks. Regulating research. Economic analysis of law . Relevant conditions of SRM research. 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:. 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. 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..