Pension Protection Act Telephone Seminars

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ... including the new investment advice exemptions under the Pension Protection Act. Regulation of investment advice is rapidly changing. The Obama Administration has twice delayed the effective date of the final investment advice regulations under the Pension Protection Act, and new investment advice legislation is pending in Congress that could alter the regulatory landscape altogether. This  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan ...t plans, especially in light of the recent changes of the Pension Protection Act. New preparer penalties put an additional premium on determining whether the trust is likely to qualify. This teleconference will help you understand which trusts qualify and which do not, and how to ensure they do. It also discusses two alternatives to owner control that are often overlooked - the trusteed IRA  more...