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Financial services / Finance / Pension / Collective investment schemes / Fiduciary / Registered Investment Advisor / Employee Retirement Income Security Act / Financial adviser / Individual retirement account / Financial economics / Investment / Economics


Document Date: 2015-04-20 11:12:20

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City

Washington / DC / /

Company

IRA / Exchange Traded Funds / Advanced Analytic Consulting Group / Deloitte / ESOP / Financial Asset Holdings / PO 00000 Frm 00003 Fmt 4701 Sfmt / /

Country

United States / /

Currency

USD / /

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Event

Person Communication and Meetings / M&A / /

Facility

RAND Institute / /

IndustryTerm

supply chain / insurance agents / trust law standards / social welfare accounting table / social welfare accounting statement / retail advice / insurance / Insurance products / insurance increases / retail investors / fiduciary and non-fiduciary communications / increased insurance premiums / bank / investment products / retirement investment services / identical lower-fee products / under state law / investment management / proper management / federal pension law / insurance sales commissions / real estate transaction / /

Organization

Department of Labor / Employee Benefits Security Administration / RAND Institute for Civil Justice / Internal Revenue Service / office of Regulations and Interpretations / Department of the Treasury / Congress / Proposed Rules DEPARTMENT OF LABOR Employee Benefits Security Administration / office of Exemption Determinations / Security Administration / PROPOSALS2 Employee Benefits Security Administration / office of Policy and Research / Securities and Exchange Commission / /

Person

Eric Talley / G. Christopher Cosby / Karen Lloyd / Jeff Dominitz / Noreen Clancy / Claude Berrebi / Fred Wong / Luisa Grillo-Chope / /

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Position

guard / President / broker / fiduciary adviser / Secretary of the Treasury / consultant / Secretary / Governor / particular consultant / financial manager / general financial information / Executive / investment adviser / onetime consultant / adviser and the adviser / financial adviser / Major / representative / paid adviser / registered investment adviser / adviser / /

ProgrammingLanguage

DC / /

Technology

pdf / http / /

URL

http /

SocialTag