Investing Telephone Seminars - Training Resources
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From Lorman Education Services
Meeting Your Fiduciary Responsibilities Under ERISA
...ity Act of 1974 requires that people managing the plan or investing plan assets become fiduciaries. You need to know when they might become an ERISA plan fiduciary. You must understand your legal obligations to plan participants and beneficiaries. This teleconference will provide you with an overview of the ERISA rules governing plan fiduciary conduct and the basic duties of a plan fiduciary.
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Meeting Your Fiduciary Responsibilities Under ERISA
Investing IRAs and Qualified Plan Rollovers in Real Estate, Franchises, Start-Ups and Other Private Investments - Techniques and
...s have sought to take control of their own investments by investing directly in real estate and small businesses that they may intend to manage or otherwise be personally involved in. This trend has accelerated in recent years as syndicators, entrepreneurs, private fund managers and franchisors have come to view IRAs and qualified plan rollovers as sources of capital. This raises significant
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Preparing a Winning Closing Argument
n"Ladies and gentlemen of the jury, we will now hear closing arguments." Even the most experienced trial lawyer may inwardly quake when the judge utters these fateful words. But what makes for an effective closing? Do closings even matter? When should you object? Should you really start preparing your closing the day you get a new case? These are questions that are not addressed in law school, and
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