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Fiduciary (3)

From retirement plan advisors, broker-dealers to RIAs, RPAG will keep you up-to-date on the latest industry trends and technologies. We are helping our members to succeed by providing them with every advantage.

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    Fees, Funds and Fiduciaries – Cheaper is Not Always Better

    PlanFees, Fiduciary
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    Complying With ERISA 404(c)

    ERISA, Fiduciary
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    Fiduciary Liability Insurance

    ERISA, Fiduciary
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    Allowable Plan Expenses: Can the Plan Pay?

    PlanFees, ERISA, Fiduciary
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    Negotiating Retirement Plan Fees with Your Provider

    Retirement Plan, Fiduciary, Financial Professionals
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    ERISA Update

    ERISA, Fiduciary, DOL
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    “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A (Part Two)

    ERISA, Fiduciary, DOL
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    Organizing Your Fiduciary File

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    “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A (Part One)

    Fiduciary, DOL
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    ERISA Fidelity Bond versus Fiduciary Liability Insurance

    ERISA, Fiduciary
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    Revenue Sharing Defined

    Fiduciary
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    Fiduciary Liability Insurance

    Fiduciary
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    Pass or Fail? Corrective Actions to Remedy Your Test Results

    Fiduciary, IRS
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    What Constitutes Proper Documentation of Retirement Plan Committee Meetings?

    Retirement Plan, Fiduciary, Financial Professionals
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    Importance of Prudent Process to Monitor Investment Options

    ERISA, Fiduciary, Litigation
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