PPT-BEST PRACTICES FOR GOVERNMENTAL 457(B) PLAN ADMINISTRATION AND FIDUCIARY RESPONSIBILITIES

Ken Mergen Vice President Zach Karas Principal April 10 2015 Todays Agenda Fiduciary Responsibilities ERISA vs NonERISA 321 338 Investment Fiduciary 316 Administrative Fiduciary. 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. Lowell “The ERISA Dude” Walters. GrayRobinson. 813-273-5276. lowell.walters@gray-robinson.com. Roger J. Rovell, J.D., LL.M.. Fiduciary Partners Retirement Group . (800) 371-0232. roger.rovell@fiduciaryprg.com. . SYFTET. Göteborgs universitet ska skapa en modern, lättanvänd och . effektiv webbmiljö med fokus på användarnas förväntningar.. 1. ETT UNIVERSITET – EN GEMENSAM WEBB. Innehåll som är intressant för de prioriterade målgrupperna samlas på ett ställe till exempel:. 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. lllllllllllllllllllll Plaintiff - Appellantv.Principal Life Insurance Company lllllllllllllllllllll Defendant - AppelleePrincipal Financial Group, Inc. lllllllllllllllllllll Defendant_____________Amer 1 176006a Code is pending and later than the 7th business the date the originally filed questionnaire incomplete or inaccurate or a local governmental entity that / I I Amended 0111312006 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.. April 28, 2014. Geoff Suval, ChFC®, LUTCF, . Investment Advisory Representative. Securities and Advisory Services offered through Financial Telesis Inc., member SIPC/FINRA.  . Financial Telesis Inc. and RCM&D are not affiliated companies.. 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:. SECURE ACT 2.0. KEY PROVISIONS FOR EXISTING 403(B) AND 457(B) PLANS. RETROACTIVELY EFFECTIVE . EFFECTIVE 2023. Use of retirement funds for federally declared disasters (§331): . 403(b)/457(b) Govt. Applies to disasters occurring on or after January 26, 2021: $22,000 may be withdrawn without penalty from retirement plans for affected individuals. Distributions may be repaid. Increases the maximum loan amount for qualified individuals to $100k and extends the repayment period.. Dr. Sonalika's Eye Clinic in Pune is known for its top-notch eye Specialist surgeons and exceptional eye care services. They offer their services in various locations nearby, including Hadapsar, Amanora, Magarpatta, Mundhwa, Kharadi Rd, Viman Nagar, Wagholi, and Wadgaon Sheri. Experience the best eye care center in Pune. The best clinics for your eye health, include the prestigious Dr. Sonalika Eye Clinic. At Hadapsar, Amanora, Magarpatta, Mundhwa, Kharadi Rd, Viman Nagar, Wagholi, and Wadgaon Sheri