Firm attorney Terry Connerton will be presenting a webinar with Financial Research Associates on “The Impact of the Coming 408(b)(2) Rule on Investment Advisors and Fiduciaries” on May 17, 2012, at 1:00 p.m. EST.  The course will address the following questions:

  • What exactly (and in laymen’s terms) are the new requirements of these new rules and how do I ensure that I’m compliant?
  • What are the various types of direct and indirect fees that are typically received by service providers in connection with the performance of services to retirement plans?
  • What is reasonable compensation?
  • What are the best practices in selection and monitoring of service providers?
  • What constitutes a reasonable contract?
  • What are people going to do to change their contracts?
  • What do plan fiduciaries need to do with the information they receive and what if they fail to receive the required information?

For more details, including registration, please click here.

Print Friendly
Recent Posts