Training
Provided by Lorman Education Services
BenefitsThe current recession and volatile financial markets highlight the importance of financial literacy. Until recently, retirement plan sponsors have been constrained in the types of investment advice that can be provided to plan participants. Plan sponsors have long wanted to provide the investment advice their participants desire, but without incurring liability for advice given in good faith. This teleconference provides practical advice to human resource and benefits professionals, along with their consultants and attorneys, as to how to comply with
ERISA's rules regarding investment advice, 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 teleconference will provide up-to-date advice on regulatory developments and market trends so that plans can provide the investment advice participants need, without incurring liability.
Human resource managers, benefits administrators, payroll managers, controllers,
CFOs, presidents, vice presidents, business owners and managers, and attorneys
| This is primarily teleseminar training |  | This class may be available at a classroom in Milwaukee, WI,
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 | Contact Lorman Education Services for more information |
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| Duration: | 1 days | | Training Presented in: | English |
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