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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Nova 401(k) Associates
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Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Preparing for Changes to the QPAM ExemptionLowenstein Sandler |
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Nov. 10, 2022 On-Demand Webinar |
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Megan Monson, Andrew E. Graw, Taryn E. Cannataro of Lowenstein’s Employee Benefits & Executive Compensation group discuss with partner Marie DeFalco, Co-Chair of the firm’s Investment Management group, the significance of the QPAM exemption from ERISA prohibitions on transactions with a party in interest for investment advisers. The group explains current and possible new requirements for qualifying for the QPAM exemption; registration and recordkeeping rules; the potential impact of raising the required total AUM; and how the lack of a lack of a “grandfathering” period can prove a challenge for investment advisers. |