ERISA at 40! Celebrating America’s Retirement Savings

It has been 40 years since the adoption of the Employee Retirement Income Security Act.

  • Understand the basics of ERISA and how it impacts the Advisory Industry
  • Beyond 408(b)(2) Disclosure requirements
  • Where the 401(k) business is heading
  • Preparing for a Department of Labor examination
  • New Fiduciary definition?

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CSS frequently publishes blog posts which are written by our team from their observations in the field, at conferences and through experiences with compliance professionals. These posts are designed to further knowledge and share industry best practices. Topics run the gamut, including Form ADV, cybersecurity, MiFID II, position limit monitoring, technology challenges and more. Complete and submit the brief form below to receive notifications when we publish new content.

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