This book, prepared by professionals with years of experience counseling money managers, is a unique reference organized by topic for quick research. To make this comprehensive legislation and its interpretation easily accessible, this work uses charts and tables. Each topic is introduced by a summary that places the source materials in context. The authors draw on the statute, the rules, DOL Advisory Opinions, DOL Interpretative Letters, DOL Information Letters, and DOL Class and Individual Exemptions.
The Money Manager's ERISA Sourcebook
ERISA for Money Managers
Erisa for Money Managers, 2013
This expert reference book clearly explains every aspect of ERISA fiduciary duty, providing information, guidance, and advice on prohibited transactions, investments, fiduciary liability, IRS, DOL, and PBGC requirements, and more.
Taking a practical how to approach, ERISA Law Answer Book places an emphasis on decision making as it focuses on questions commonly asked of pension and health plan advisors in...
Every advisor in your firm should have a copy" of this compact new guide, claims Harold Evensky, respected financial professional and author of Wealth Management.
The Bottom Line Money Book: How to Earn More-- Keep More-- and Invest More Wisely
ERISA Law Answer Book is the practical desk reference that provides clear, concise, authoritative answers to more than 1,300 key questions - covering everything from benefit plan design, administration, communication, amendment, coverage, ...
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