Featured Jobs
|
Nova 401(k) Associates
|
|
EPIC RPS
|
|
BPAS
|
|
The Pension Source
|
|
Compensation Strategies Group, Ltd.
|
|
Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
|
|
Merkley Retirement Consultants
|
|
Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
|
|
Defined Benefit Specialist II or III Nova 401(k) Associates
|
|
July Business Services
|
|
DWC ERISA Consultants LLC
|
|
BPAS
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Implementation Considerations for Form CRS (PDF)
Eversheds Sutherland via JDSupra 
[Guidance Overview] July 10, 2019 "[T]he initial Form CRS relationship summary may be electronically filed with the SEC as early as May 1, 2020 but must be filed no later than June 30, 2020. In addition to this filing requirement, the initial Form CRS relationship summary must be delivered to all existing retail investor clients on an initial, one-time basis within 30 days after the date the firm is first required to file its Form CRS relationship summary with the SEC.... [B]roker-dealers and investment advisers will need to document the delivery of the Form CRS relationship summary, even to prospective clients." 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). |