http://pension-resources.com Competitive and Compliant Solutions for the Retirement Marketplace Sat, 19 May 2012 07:41:24 +0000 en hourly 1 http://wordpress.org/?v=3.2.1 http://pension-resources.com/advisor-brief/ http://pension-resources.com/advisor-brief/#comments Tue, 10 Apr 2012 23:12:39 +0000 jroberts http://pension-resources.com/?p=717 Plan-Level Fee Disclosure: Challenges & Opportunities

]]> http://pension-resources.com/advisor-brief/feed/ 0 http://pension-resources.com/erisa-compliance-for-broker-dealers-and-investment-advisers/ http://pension-resources.com/erisa-compliance-for-broker-dealers-and-investment-advisers/#comments Thu, 05 Apr 2012 05:21:41 +0000 jroberts http://pension-resources.com/?p=713 A Ten-Step Guide to Compliance

]]> http://pension-resources.com/erisa-compliance-for-broker-dealers-and-investment-advisers/feed/ 0 http://pension-resources.com/dol-participant-disclosure-model-chart-2/ http://pension-resources.com/dol-participant-disclosure-model-chart-2/#comments Fri, 02 Mar 2012 04:23:18 +0000 jroberts http://pension-resources.com/?p=689 Sample Model Chart

]]> http://pension-resources.com/dol-participant-disclosure-model-chart-2/feed/ 0 http://pension-resources.com/erisa-408b2-compliance-roadmap-10-step-approach-for-bds-and-ias/ http://pension-resources.com/erisa-408b2-compliance-roadmap-10-step-approach-for-bds-and-ias/#comments Tue, 31 Jan 2012 00:47:19 +0000 jroberts http://pension-resources.com/?p=625 Impact of Plan-Level Fee Disclosures & Action Items for Broker-Dealers and Investment Advisers

]]> http://pension-resources.com/erisa-408b2-compliance-roadmap-10-step-approach-for-bds-and-ias/feed/ 0 http://pension-resources.com/adviser-brief-participant-inquiries-and-404a5/ http://pension-resources.com/adviser-brief-participant-inquiries-and-404a5/#comments Tue, 15 Nov 2011 03:22:10 +0000 jroberts http://pension-resources.com/?p=608 Guide to 404(a)(5) and Participant Inquiries

]]> http://pension-resources.com/adviser-brief-participant-inquiries-and-404a5/feed/ 0 http://pension-resources.com/pri-fiduciary-education-resources-guide/ http://pension-resources.com/pri-fiduciary-education-resources-guide/#comments Sun, 11 Sep 2011 21:39:14 +0000 jroberts http://pension-resources.com/?p=482 Resource Guide:  Fiduciary Education

]]> http://pension-resources.com/pri-fiduciary-education-resources-guide/feed/ 0 http://pension-resources.com/dol-401k-plan-fee-disclosure-form/ http://pension-resources.com/dol-401k-plan-fee-disclosure-form/#comments Sun, 11 Sep 2011 16:39:59 +0000 jroberts http://pension-resources.com/?p=476 DOL 401(k) Plan Fee Disclosure Form

]]> http://pension-resources.com/dol-401k-plan-fee-disclosure-form/feed/ 0 http://pension-resources.com/investment-advice-to-plan-participants-dol-field-assistance-bulletin-2007-1/ http://pension-resources.com/investment-advice-to-plan-participants-dol-field-assistance-bulletin-2007-1/#comments Fri, 09 Sep 2011 19:42:52 +0000 jroberts http://pension-resources.com/?p=466 Participant Investment Advice

]]> http://pension-resources.com/investment-advice-to-plan-participants-dol-field-assistance-bulletin-2007-1/feed/ 0 http://pension-resources.com/staying-ahead-of-the-curve-new-regulatory-challenges-and-opportunities-to-enhance-your-value-proposition/ http://pension-resources.com/staying-ahead-of-the-curve-new-regulatory-challenges-and-opportunities-to-enhance-your-value-proposition/#comments Wed, 07 Sep 2011 07:50:02 +0000 jroberts http://pension-resources.com/?p=442 Part I: Disclosure Management
Part II Participant inquiry Management
Part III: Committee Management
Part IV: Outcome Management
Part V: Exam Readiness

]]> http://pension-resources.com/staying-ahead-of-the-curve-new-regulatory-challenges-and-opportunities-to-enhance-your-value-proposition/feed/ 0 http://pension-resources.com/dol-interpretative-bulletin-96-1-education-vs-advice/ http://pension-resources.com/dol-interpretative-bulletin-96-1-education-vs-advice/#comments Mon, 05 Sep 2011 04:29:08 +0000 jroberts http://pension-resources.com/?p=378 DOL Interpretative Bulletin 96-1: Education vs. Advice

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