Sentences with phrase «advise plan fiduciaries»
We regularly advise plan fiduciaries as to their duties under ERISA, and counsel clients regarding prohibited transactions with ERISA plans and exemptions from the prohibited transaction rules.
http://www.kleinbard.com/ Not exact matches
We all need to take our fiduciary responsibilities seriously, advising and planning in an effort to ensure that each of our clients will be well cared for financially.
«Any recommendation that generates a fee for the advisor... if you get compensation by virtue of the person leaving the money in the plan and you are advising them to keep the money in the plan, that's likely to be fiduciary advice.»
In the meantime, Sweeney is advising her clients, who are retirement plan fiduciaries and financial service providers, to hold tight until there is more direction from the DOL.
So, if the trigger for the fiduciary duty is when you «advise» investing funds in an IRA or ERISA plan, the fiduciary cheerleaders belatedly realized their coveted term «advisor» is now reasonably applied to any licensed individual who makes the recommendation and triggers their fiduciary duty.
A member of Eversheds Sutherland (US)'s Tax Practice Group, Larry White advises clients regarding estate, gift and generation - skipping transfer tax; income taxation of estates and trusts; wills, trusts and administration of estates; life insurance planning; tax controversies; and fiduciary litigation.
Advising on issues of pension plan governance, including fiduciary duties, proper delegation and statutory requirements.
Private client lawyers advise wealthy families, individuals, trustees and fiduciaries on all aspects of estate planning, including asset management, tax planning, wills and trusts, charitable contributions and various types of estate litigation.
She advises banks, broker - dealers, and other financial services clients on the fiduciary responsibility provisions of ERISA, including considerations associated with the structuring, developing, and offering of financial products and services to ERISA plans.
She advises individual and corporate fiduciaries with respect to probate matters, trust accountings and the ongoing administration of trusts and estates, as well as post-mortem tax planning and income tax planning.
Eversheds Sutherland offers a deep bench of litigators, many of whom have handled significant ERISA matters, along with an experienced team of ERISA practitioners who routinely advise plan sponsors, administrators and fiduciaries.