Guidelines for Fiduciaries of Taft-Hartley Trusts PDF Download

Author: Noel Arnold Levin
Publisher:
ISBN:
Category : Law
Languages : en
Pages : 188

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Author: Tess J. Ferrera
Publisher: Wolters Kluwer Law & Business
ISBN: 9781454855972
Category : Law
Languages : en
Pages : 0

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Book Description
Be aware of your fiduciary responsibilities and how to handle them safely with ERISA Fiduciary Answer Book. This expert reference book clearly explains every aspect of ERISA fiduciary duty, providing information, guidance, and advice on prohibited transactions, investments, fiduciary liability, IRS, DOL, and PBGC requirements, and more. It answers more than 400 fiduciary-related questions, including: When are attorneys, accountants, consultants, and other professional service providers considered plan fiduciaries? What laws govern the conduct of fiduciaries? When is a fiduciary personally liable for a transaction prohibited by ERISA or the Internal Revenue Code? May a plan release a fiduciary from liability? What is the legal distinction between andquot;substantive prudenceandquot; and andquot;procedural prudenceandquot;? May a fiduciary face criminal liability for a breach of fiduciary duty? ERISA Fiduciary Answer Book has been updated to include: Update of the discussion on fiduciary status of custodians that handle plan assets Update on the trend away from finding trustees of Taft-Hartley funds to be fiduciaries when they perform a traditional settlor function Update on the fiduciary obligations of directed trustees Update on fiduciary status of insurance companies Discussion of the fiduciary status of an insurance company that maintained retained-asset accounts (RAAs) for life insurance beneficiaries Update on developing issues concerning a fiduciary's duty of loyalty Update on the fiduciary obligation to diversify investments A discussion of health care reform and multiemployer plans Update on equitable remedies under ERISA Section 502(a)(3) after the U.S. Supreme Court's ruling in CIGNA Corp. v. Amara. [131 S. Ct. 1866, 1871 (2011)] New developments under ERISA's anti-kickback provision Update on attorneys' fees awards under ERISA Update on new developments in the Moench presumption DOL guidance on fiduciary obligations in connection with target date funds Update on the fiduciary status of employers participating in Taft-Hartley funds Update on who is an employee in connection with Taft-Hartley funds

Author: Al Holifield
Publisher: Aspen Publishers
ISBN: 9781543803273
Category :
Languages : en
Pages : 1160

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Book Description
Be aware of your fiduciary responsibilities and how to handle them safely with ERISA Fiduciary Answer Book. This expert reference book clearly explains every aspect of ERISA fiduciary duty, providing information, guidance, and advice on prohibited transactions, investments, fiduciary liability, IRS, DOL, and PBGC requirements, and more. It answers more than 400 fiduciary-related questions, including: When are attorneys, accountants, consultants, and other professional service providers considered plan fiduciaries? What laws govern the conduct of fiduciaries? When is a fiduciary personally liable for a transaction prohibited by ERISA or the Internal Revenue Code? May a plan release a fiduciary from liability? What is the legal distinction between "substantive prudence" and "procedural prudence"? May a fiduciary face criminal liability for a breach of fiduciary duty? ERISA Fiduciary Answer Book has been updated to include: Update of the discussion on fiduciary status of custodians that handle plan assets Update on the trend away from finding trustees of Taft-Hartley funds to be fiduciaries when they perform a traditional settlor function Update on the fiduciary obligations of directed trustees Update on fiduciary status of insurance companies Discussion of the fiduciary status of an insurance company that maintained retained-asset accounts (RAAs) for life insurance beneficiaries Update on developing issues concerning a fiduciary's duty of loyalty Update on the fiduciary obligation to diversify investments A discussion of health care reform and multiemployer plans Update on equitable remedies under ERISA Section 502(a)(3) after the U.S. Supreme Court's ruling in CIGNA Corp. v. Amara. [131 S. Ct. 1866, 1871 (2011)] New developments under ERISA's anti-kickback provision Update on attorneys' fees awards under ERISA Update on new developments in the Moench presumption DOL guidance on fiduciary obligations in connection with target date funds Update on the fiduciary status of employers participating in Taft-Hartley funds Update on who is an employee in connection with Taft-Hartley funds

Author: Marc Gertner
Publisher:
ISBN:
Category : Law
Languages : en
Pages : 628

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Marc Gertner, editor and contributor. Written by over 30 experts skilled in various facets of multiemployer benefit plans, this updated volume provides a basic, comprehensive reference for both new and experienced trustees and professionals who serve multiemployer funds. This compilation of collective wisdom offers the chance to learn from each other on a wide range of topics in 50 chapters. New topics in this edition include pension plan mergers, internal controls, reading and understanding employee benefit plan financial statements, managed prescription drug benefit programs, trends in multiemployer health plan design and recent regulations in compliance regarding HIPAA and COBRA. International Foundation. 536 pages. 2006

Author: American Bar Association. House of Delegates
Publisher: American Bar Association
ISBN: 9781590318737
Category : Law
Languages : en
Pages : 216

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Book Description
The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

Author:
Publisher:
ISBN:
Category : Electronic government information
Languages : en
Pages : 80

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Author: United States Sentencing Commission
Publisher:
ISBN:
Category : Criminal justice, Administration of
Languages : en
Pages : 556

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Author: United States. Congress. House. Committee on Education and Labor
Publisher:
ISBN:
Category : Labor unions
Languages : en
Pages : 128

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Author: Peter J. Wiedenbeck
Publisher: Cambridge University Press
ISBN: 1316733262
Category : Law
Languages : en
Pages : 569

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Book Description
ERISA, the detailed and technical amalgam of labor law, trust law, and tax law, directly governs trillions of dollars spent on retirement savings, health care, and other important benefits for more than 100 million Americans. Despite playing this central role in the US economy and social insurance systems, the complexities of ERISA are often understood by only a few specialists. ERISA Principles elucidates employee benefit law from a policy perspective, concisely explaining how common themes apply across a wide range of benefit plans and factual contexts. The book's non-technical language and cross-cutting conceptual organization reveal latent similarities and rationalize differences between the regulatory treatment of apparently disparate programs, including traditional pensions, 401(k), and health care plans. Important legal developments - whether statutory, judicial, or administrative - are framed and analyzed in an accessible, principles-centric manner, explaining how ERISA functions as a coherent whole.

Author: Andrew L. Oringer
Publisher: Wolters Kluwer Law & Business
ISBN: 1543880525
Category : Pension trusts
Languages : en
Pages : 1264

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