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 We again achieve high national recognition.
4th Qtr 2007 in the Money Manager Review Randy Durig of Durig Capital LLC has ranked: Code Section 409A’s Effect on Employee Benefits and Executive Compensation
Durig Capital Presents An Educational Seminar On Durig Capital has achieved Top National Rankings
For the ending of the Third Quarter 2007. Durig Capital LLC is pleased to announce that Money Manager Review (www.managerreview.com) has ranked Durig Capital’s: THE New Uniform Trust Code, RETIREMENT ACCOUNTS, AND 529 PLANS
THE New Uniform Trust Code, ... Durig Capital LLC 3rd Quarter 2007 Preformance:
Durig Capital LLC 3rd Quarter 2007 Preformance: Durig Capital LLC has completed our 5th year as a money manger with the Monopoly Blue Chip Portfolio and the Technology Portfolio, and our first ... Fiduciary and Co-Fiduciary Services for 401(K) and Qualified Plans
Fiduciary and Co-Fiduciary Services for 401(k) and Qualified Plans. Durig Capital LLC helps protect the companies retirement plans with ERISA and plan fiduciary consulting, while providing investment management services for qualified retirement plans. The combination of helping to achieve ERISA guidelines and unbiased money management provides a tremendous value proposition for our clients. Fiduciary 401k Rules
By: Randy Durig: Fiduciary Investment Advisor 1. Introduction.2. ERISA.3. Law Suits.4. Pension Protection ... WHAT'S NEW— QUALIFIED PLAN UPDATE
WHAT'S NEW QUALIFIED PLAN UPDATE (Including Pension Protection Act) Prepared For: Durig Capital Luncheon Meeting August 1, 2007 By: Ray R. Benner Benner & Associates, P.C. 121 SW Morrison, Suite 1010 Portland, Oregon 97204 (503) 224-5039 Durig Capital LLC 2nd Quarter Preformance:
Durig Capital LLC has completed our 5th year as a money manger with the Monopoly Blue Chip Portfolio and the Technology Portfolio, and our first year with the Income and Growth Portfolio and the launch of the Diversified Portfolio. We are glad to offer this personalized accounts directly, saving the middlemen cost to clients with a $50,000 minimum. About the Accredited Investment Fiduciary or AIF® designation
Accredited Investment Fiduciary® Code of Ethics We recognize that this Code of Ethics, and its principles and obligations, are in addition to those set forth by any other Code that governs my professional and ethical conduct. To Durig Capital LLC clients, we will: 1. Employ and provide the client information on the Practices defined by the Foundation for Fiduciary Studies when serving as an investment fiduciary and/or advising other investment ... Asset Allocation The First Step
Asset Allocation Balancing the Risks and Returns to better target your Investment goals. The goal of asset allocation is to create a diversified portfolio with an acceptable level of risk and the expected return given that level of risk. A portfolio or asset ... Fiduciary Responsibility
Plan sponsors need to understand and monitor their retirement plan fiduciary responsibilities to insure that the participants come first. TAFT-HARTLEY ACT part I
Taft-Hartley trusts account are governed by the Employee Retirement Income Securities Act (ERSIA). ERISA sets forth the guidelines under which Taft-Hartley funds must be invested and monitored. An Taft-Hartley investment funds should consider the following when reviewing their needs. 1. Investment Policy 2. Standard of Investment Expert. 3. Future and anticipated cash flow needs. 4. Time horizon of the investment funds. 5. Overall cost. 6. ... TAFT-HARTLEY Act part II
Sec. 206. [Sec. 176. Appointment of board of inquiry by President; report; contents; filing with Service] Whenever in the opinion of the President of the United States, a threatened or actual strike or lockout affecting an entire industry or a substantial part thereof engaged in trade, commerce, transportation, transmission, or communication among the several States or with foreign nations, or engaged in the production of goods for commerce, ... Multiemployer Fiduciary Investments Issues
Taft-Hartley for the defined contribution market is often called Multiemployer 401k. With recent emergence of 401k, profit sharing and money purchase plans these solutions have become a tool in the Taft-Hartley market. If is important for Trustees and Fiduciaries to understand their rules and responsibilities. The linked article points out, and we have stated before, (whether Taft-Hartley or single employer)that many 401k programs are NOT in compliance. We enclosed a ... Fiduciary Responsibilities
Many companies are now realizing that achieving their Fiduciary responsibility is extremely important, but most companies I review, top management is properly focused on their future and health of the ongoing company that they manage. This often leaves a void in handing the companies fiduciary responsibilities. That's why the Government laws enacted a co-fiduciary. Its Durig Capital's believe that properly addressing the many regulatory, and compliance issues correctly in 401k plans, that this ... Fiduciary Definition
A Fiduciary Standard of care is where by law the client comes first. This is the highest standard of care possible. A suitability standard by law is where the broker comes first. It's also my understand that by SEC rule that the Broker Dealer's firm also comes before the client. This self-interest could create a very large conflict of interest for the client, and or the company plan. During the year 2000 stock market crash where Enron, World.com, Global Crossing and many ... Understanding 401k costs
Currently 401k fees is a real focal point. 1st, Congress is investigating 401k fees, and possibly more important, who is benefiting from hidden fees. 2nd, Do companies really know their true costs? With most 401k plans we review, the company sponsor don't understand both their total costs, and the many way in which they are charged. 3rd. Companies often do not realize that, it is their fiduciary responsibility to both: a. know b. monitor ERISA 404c Regulations
Many 401k plans fail to address the many regulatory requirements including 404c rules. Compliance with the 404c rules enables companies to achieve safe harbor protection. Plan sponsors often don't realize that if they address the many regulatory, and compliance issues correctly including 404c, that this single advantage could help enable them to significantly lower their overall costs, while also greatly reducing the many liabilities, eliminating conflicts ... ERISA LAW AND THE 401(K) PLAN FIDUCIARY part I
Most 401k plans fail to address the many regulatory requirements! Plan sponsors are now awaking to the fact that properly addressing the many regulatory, and compliance issues correctly in 401k plans, that this advantage could help enable them to significantly lower their overall costs, while also greatly reducing the many liabilities, eliminating conflicts of interest, and providing a better overall solution to the participants. ERISA LAW AND THE 401(K) PLAN FIDUCIARY part II
This is one of the best and most comprehensive reports that could help companies to understand their 401k plan fiduciary responsibility. It was written Tom Hoecker. You can reach Tom at thoecker@swlaw.com ERISA AND THE 401(K) PLAN FIDUCIARY part II I. Open Option Plans 1. The Open Option Concept As a general rule, an Open Option feature allows plan participants to select nearly any available ... |
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