DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)
ON-DEMAND
Online
1-Other CPE Credits
Sit back and click play!
Hear Geoffrey M. Strunk, Esq speak about the following:
Different types of Employment Retirement Income
Security Act (ERISA) fiduciaries
General ERISA fiduciary responsibilities and
liabilities
How to advise your clients about ERISA fiduciary
liability
How an accountant may become an ERISA fiduciary in relation to a client's retirement plan
Registration
PICPA Member: $29 Nonmember: $39
More Information
Course No.
ON-DEMAND
Level:
Update
Prerequisites:
None
Notes
You will have up to 90 days after the date of purchase to complete the course and take the exam.
Speaker(s)
Geoffrey Strunk
Principal
Law Offices of Geoffrey M. Strunk LLC
Geoffrey M. Strunk, Esquire Principal Law
Offices of Geoffrey M. Strunk, LLC
Geoffrey M. Strunk, Esquire, is the principal of the Law Offices of Geoffrey
M. Strunk, LLC; a “boutique” ERISA law firm located in Glen Mills, Pennsylvania.
Since 1998, Mr. Strunk has continuously maintained a private legal practice
focused exclusively on the field of employee benefits. In that role, he
routinely handles contested and procedural employee benefit matters, including
the direct representation of plan administrators and fiduciaries before the IRS
and the DOL. These responsibilities extend to the provision of compliance
services involving government submissions and negotiations. In addition, he
designs, drafts and consults on all forms of employee benefit pension plans with
specialties in tax-qualified defined contribution plans and all forms of
non-qualified plans.