Featured Jobs
|
Regional Vice President, Sales MAP Retirement
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
Sentinel Group
|
|
Pattison Pension
|
|
Retirement Relationship Manager MAP Retirement
|
|
BPAS
|
|
MAP Retirement
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
MAP Retirement
|
|
DWC - The 401(k) Experts
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
SEC Proposal 34-83063: The Relationship Summary Disclosure
Bob Veres in Inside Information 
[Guidance Overview] Apr. 26, 2018 "[SEC Proposal 34-83063, the Form CRS Relationship Summary,] is altogether the longest of the three proposals at 470 pages, and just about all of it relates to one new document that the SEC is proposing that you deliver to prospects and clients: the relationship summary. The goal behind requiring this new document, when you push aside all the excess verbiage, is stated fairly clearly[.]" MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |