Example: tourism industry
Search results with tag "Erisa section 408"
ERISA Section 408(b)(2) Fee Disclosure Form
www.bizcompliancepartners.comERISA Section 408(b)(2) Fee Disclosure Form The following template can serve as a disclosure document for use in complying with the disclosure requirements of Section 408(b)(2).
ERISA SECTION 408(B)(2) REGULATION Frequently …
www.citi.comERISA SECTION 408(B)(2) REGULATION Frequently Asked Questions 1. What is the Department of Labor’s ERISA § 408(b)(2) regulation and what is the purpose for it?
ERISA Section 408(b)(2) Disclosure Document Citi ...
www.citi.comERISA Section 408(b)(2) Disclosure Document Citi Investment Advisory Programs III. Explanation of Status/Capacity In providing the services contemplated under the Client Documents, CGMI is acting as a fiduciary under ERISA in