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401(k) Fiduciary Governance: An Advisor's Guide 3rd ed. - Print

Written by Pete Swisher, CFP, CPC, QPA

The primary focus is ERISA fiduciary law and practice from the perspective of the elite 401(k) advisor.

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Item Details:
Topics covered include:

Introduction to Retirement Plan Law
ERISA's General Provisions, Definitions, and Coverage
Reporting and Disclosure, Participation and Vesting
The Fiduciary Responsibility Provisions
The Fiduciary Duties
Co-Fiduciary Liability
The Prohibited Transaction Rules
Conclusion to Fiduciary...
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