Retirement Plan Fiduciary PowerPoint Presentations - PPT

How to  Survive   Thrive in the Post-Fiduciary Rule World
How to Survive Thrive in the Post-Fiduciary Rule World - presentation

tatyana-ad

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 .

“Best Practices” for Retirement and Deferred Compensation Plans
“Best Practices” for Retirement and Deferred Compensatio - presentation

tatiana-do

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.

State of Connecticut  Retirement Security Board
State of Connecticut Retirement Security Board - presentation

tatyana-ad

Public retirement plan -. Practical Legal considerations. Marla J. Kreindler. Craig A. Bitman. Morgan, Lewis & . Bockius. LLP. June 3, 2015. Presentation Topics. CRSB is reviewing how to structure the Plan’s IRAs to not be subject to ERISA. The resulting practical implications of the Plan not being subject to ERISA are also important to consider. For example, should CRSB adopt ERISA-type protections for CRSB, Plan Participants and other stakeholders?.

State of Connecticut
State of Connecticut - presentation

calandra-b

Retirement Security Board. Public retirement plan -. Practical Legal considerations. Marla J. Kreindler. Craig A. Bitman. Morgan, Lewis & . Bockius. LLP. June 3, 2015. Presentation Topics. CRSB is reviewing how to structure the Plan’s IRAs to not be subject to ERISA. The resulting practical implications of the Plan not being subject to ERISA are also important to consider. For example, should CRSB adopt ERISA-type protections for CRSB, Plan Participants and other stakeholders?.

Lockton Retirement Services
Lockton Retirement Services - presentation

trish-goza

Fiduciary Coverage. Retention/succession. Benefit completion. Cash flow optimization (NQDC). Executive Benefits. Portfolio . management. LDI strategies. Pension . risk transfer. Cost containment. Defined Benefit.

Rice’s Retirement Plans
Rice’s Retirement Plans - presentation

myesha-tic

Faculty Senate. October 5, 2016. Agenda. Rice’s current retirement plans. Plan structure and options. Role of Retirement . Plan Investment . Committee. Claims made about other university retirement plans.

Rice’s Retirement Plans
Rice’s Retirement Plans - presentation

danika-pri

Administrators’ Forum. October 11, 2016. Agenda. Claims made about other university retirement plans. Rice’s current retirement plans. Plan structure and options. Role of Retirement . Plan Investment .

Understanding  your fiduciary role
Understanding your fiduciary role - presentation

pasty-tole

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.

Technical Analysis
Technical Analysis - pdf

tactical40

Tactical 401K Advisors provides you with the peace of mind that comes from knowing you are invested in the proper mutual funds at all times.  We help you position your portfolio in stock funds when market risk is low and in fixed income funds, including cash, when market risk is high.

Technical Analysis
Technical Analysis - pdf

tactical40

Tactical 401K Advisors provides you with the peace of mind that comes from knowing you are invested in the proper mutual funds at all times.  We help you position your portfolio in stock funds when market risk is low and in fixed income funds, including cash, when market risk is high.

Tactical Asset Allocation
Tactical Asset Allocation - pdf

tactical40

Tactical 401K Advisors provides you with the peace of mind that comes from knowing you are invested in the proper mutual funds at all times.  We help you position your portfolio in stock funds when market risk is low and in fixed income funds, including cash, when market risk is high.

403(b)(9) Retirement Plan
403(b)(9) Retirement Plan - presentation

natalia-si

Denominational Retirement Plan. Presented: . Colorado Springs: August 20. , . 2012. . Atlanta: August 23, 2012. © 2012 Envoy Financial, Inc. All rights reserved.. Envoy . Financial, 8415 Explorer Drive, Suite 115, Colorado Springs, CO 80920 .

401k Plan Investment Advice
401k Plan Investment Advice - pdf

tactical40

Tactical 401K Advisors provides you with the peace of mind that comes from knowing you are invested in the proper mutual funds at all times.  We help you position your portfolio in stock funds when market risk is low and in fixed income funds, including cash, when market risk is high.

Planning for Retirement Needs
Planning for Retirement Needs - presentation

alexa-sche

Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective.

Retirement Plan
Retirement Plan - presentation

natalia-si

:. How . to Get Started. 403(b)(9) Church Plan. Presented: January 20, 2012. © 2012 Envoy Financial, Inc. All rights reserved.. Envoy Financial, 8415 Explorer Drive, Suite 115, Colorado Springs, CO 80920 .

Chapter 15 Retirement Planning
Chapter 15 Retirement Planning - presentation

liane-varn

Chapter 15 Retirement Planning Professor Payne, Finance 4100 Learning Objectives Understand the changing nature of retirement planning. Set up a retirement plan. Understand how different retirement plans work.

PROGRAM DESIGN OVERVIEW Oregon Retirement Savings Plan
PROGRAM DESIGN OVERVIEW Oregon Retirement Savings Plan - presentation

phoebe-cli

Board Meeting. March 15, 2016. Wendy Carter Steve Mitchell. Vice . President Senior Consultant. Defined Contribution . Director. BridgePoint. , . LLC. Segal Consulting . 8339143. Segal attendees:.

Investment Outsourcing
Investment Outsourcing - presentation

tatiana-do

Plan Sponsor Fiduciary Risk is Significant. Sources:. 1. www.plansponsor.com/dol-explains-drop-in-2014-collections-number/, 2015. 2. Annual Workplace Class Action Litigation Report: 2015 Edition. , Seyfarth Shaw LLP, 2015.

Tennessee Optional Retirement Plan
Tennessee Optional Retirement Plan - presentation

kittie-lec

April 14, 2010 . ORP is Changing. Tennessee ORP. 2. Tennessee Optional Retirement Plan . Welcome!. Tennessee Optional Retirement Plan (. ORP. ) is an alternative to the State defined . benefit. retirement plan, Tennessee Consolidated Retirement System (TCRS).

This UBA Employer Webinar Series
This UBA Employer Webinar Series - presentation

marina-yar

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 .

Chapter 36 Retirement and Wills
Chapter 36 Retirement and Wills - presentation

kittie-lec

36.1 Retirement Income. Public Pension Plans. The federal government administers: . social security, railroad pensions, military pensions, and civil service pensions.. Social Security. Provides . income to people when their regular incomes due to .

Seriously  Considering Retirement?
Seriously Considering Retirement? - presentation

olivia-mor

Learning to Love September. 1. What do I . Have. to d0?. Retiring from the district and collecting your NYS TRS Pension is a . two-step . process.. Step 1. Complete and send in NYSTRS Application for Pension not more than 90 days before the date you wish to retire..

Pre-retirement planning
Pre-retirement planning - presentation

stefany-ba

seminar. Susan Hoel – Human Resources / Benefits. 612-348-9075 . 12/2014. Agenda. County Benefits. . Sue Hoel 8:00 – 10:00 a.m.. Break. : . 10:00 . – . 10:15 a.m. .. . PERA . Phil Coleman .

Louisiana Association of Public Employees’ Retirement Systems
Louisiana Association of Public Employees’ Retirement Syst - presentation

myesha-tic

Public Officials as Fiduciaries: Fact or Fiction. Louisiana Legislative Auditor. Daryl G. . Purpera. , CPA, CFE. Presented by: Jenifer . Schaye. , CFE. General Counsel. I. Definition.

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