ASK JESS - VIDEO BASED DISCUSSION

Coming Soon: Answers on the following topics ...

• Regulatory Movement
  • What is the Pension Protection Act of 2006?
  • Why has the Participant Investment Advice Flood Gates Opened?
  • Comparing QDIAs, Pretty Straight Forward, isn’t it?
  • New 403(b) Regulations, is this Really Going to Change the Business?
  • What is the Retirement Security Act of 2007?
• Fiduciary Risk
  • Is it Real or is it Simply a Scare Tactic?
  • How do Employers Unknowingly Expose themselves to Unnecessary Risk?
  • If I Hire Service Providers – they are the People Liable, Right?
  • If I don’t Limit Investment Options, I cannot be Accused of Inappropriate Selection, Right?
  • I have an Investment Policy Statement and Formal Investment Committee, I’m Covered?
  • Regulatory Agencies Strictly Govern Service Providers, I’m Sure their Contracts are Not Damaging to the Plan Sponsor…
  • Fiduciary Lawsuits aren’t that Common…
  • I’ve got Fiduciary Liability Insurance, doesn’t that Cover Everything?
  • My Search for a New Service Provider was Performed by a Leading Consultant, I’m not Liable for the Methods Used…
  • All Service Providers Impose Conflicts of Interest. That’s the Nature of their Business, but Most are Probably Strategic and Not Harmful…
• Employee Education
  • Is Employee Education Necessary?
  • Does Employee Education Actually Work?
  • How Could an Employee Education Program be Considered Discriminatory?
  • Just about any Financial Services Company can Provide Employee Education…