Sentences with phrase «related fiduciary services»
The Wealth Management segment engages in administration, other related fiduciary services, custody, investment management and advisory services, employee benefits and IRA administration, estate settlement, tax services, financial planning and brokerage services.
https://www.borntosell.com/ Not exact matches
Some of these commenters and petitioners also asserted that individual retirement investors — those most impacted by the Fiduciary Rule and PTEs — have not themselves focused on how investment products, related services, and costs may change and need more time to understand, process, and make decisions regarding their accounts and services.
Performing an annual review helps confirm that a plan is meeting applicable requirements under the Employee Retirement Income Security Act of 1974 («ERISA») and related Internal Revenue Service (IRS) and Department of Labor (DOL) regulations and guidance, which is one of the essential responsibilities ofa plan fiduciary.
Securities, investments (certain fiduciary - related investment services), and insurance products:
Any fiduciary using a Service agrees to indemnify and hold us, our successors and our affiliates harmless from and against any Losses arising out of or relating to any act, error or omission of the fiduciary.
His practice includes business agreements and contractual disputes of all kinds, banking and financial services related litigation, civil fraud, company, partnership and insolvency matters, property litigation, energy and minerals, fiduciaries and professional negligence.
Posts focus on key legal issues related to ERISA fiduciary rules, 403 (b) contracts, annuities in 401 (k) plans, and other retirement products and services.
Any dispute between us relating to our representation of you, including, without limitation, claims for breach of contract, professional negligence, breach of fiduciary duty, misrepresentation, fraud and disputes regarding attorney fees and / or costs charged shall be submitted to binding arbitration through the Cincinnati Bar Association, upon the written request of one party after the service of that request on the other party.
Shutts & Bowen's Fort Lauderdale office is seeking a Partner in our Trust & Estate Practice Group who provides estate planning, estate administration and related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies.