Fiduciary Duties--a Practical Approach

Fiduciary Duties--a Practical Approach PDF Author: Dawn Gray
Publisher:
ISBN: 9781522160755
Category : Marital property
Languages : en
Pages :

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Fiduciary Duties--a Practical Approach

Fiduciary Duties--a Practical Approach PDF Author: Dawn Gray
Publisher:
ISBN: 9781522160755
Category : Marital property
Languages : en
Pages :

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Book Description


The Fiduciary

The Fiduciary PDF Author: Christian D. Rahaim
Publisher: iUniverse
ISBN: 0595344291
Category : Business & Economics
Languages : en
Pages : 381

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Book Description
For any company or person considering or currently serving in the capacity of an ERISA (Employee Retirement Income Security Act) fiduciary, author Christian D. Rahaim's The Fiduciary: An In-depth Guide to Fiduciary Duties--From Studebaker to Enron, is an invaluable resource. The Fiduciary contains essential material--from the evolution of the fiduciary concept to its adaptation in ERISA and its continued evolution in the workplace. The clear and concise chapters build the framework for the reader to develop an understanding of the content, operations, and issues with the fiduciary obligation, such as: - An overview of pension plans - Responsibilities of a fiduciary - Investment management for defined contribution and benefit plans - Plan fees and expenses - Administration and compliance Christian Rahaim relies on more than twelve years of human resource management experience to guide employers through the processes related to employee benefits and fiduciary responsibilities. Citing the classic example of the Studebaker Corporation and the high-profile debacle of Enron, he details major factors that should be considered in fiduciary roles. The Fiduciary is an employers' guide for updated information on the increasingly controversial, legislated, and litigated topic of employee benefit plans.

Litigating Fiduciary Duty Claims

Litigating Fiduciary Duty Claims PDF Author: Jason R. Domark
Publisher:
ISBN: 9781641059985
Category : Business enterprises
Languages : en
Pages :

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Book Description
"This book is a practical guide for lawyers who are either beginning a fiduciary litigation practice or who are handling a fiduciary duty case in an unfamiliar area"--

Fiduciary Obligations in Business

Fiduciary Obligations in Business PDF Author: Arthur B. Laby
Publisher:
ISBN: 110848512X
Category : Business & Economics
Languages : en
Pages : 375

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Book Description
Leading scholars analyze key issues in fiduciary duties in business―one of the most salient applications of fiduciary law and theory.

The Oxford Handbook of Fiduciary Law

The Oxford Handbook of Fiduciary Law PDF Author: Evan J. Criddle
Publisher: Oxford University Press
ISBN: 0190634111
Category : Law
Languages : en
Pages : 912

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Book Description
The Oxford Handbook of Fiduciary Law provides a comprehensive overview of critical topics in fiduciary law and theory through chapters authored by leading scholars. The Handbook opens with surveys of the many fields of law in which fiduciary duties arise, including agency law, trust law, corporate law, pension law, bankruptcy law, family law, employment law, legal representation, health care, and international law. Drawing on these surveys, the Handbook offers a synthetic analysis of fiduciary law's key concepts and principles. Chapters in the Handbook explore the defining features of fiduciary relationships, clarify the distinctive fiduciary duties that arise in these relationships, and identify the remedies available for breach of fiduciary duties. The volume also provides numerous comparative perspectives on fiduciary law from eminent legal historians and from scholars with deep expertise in a diverse array of the world's legal systems. Finally, the Handbook lays the groundwork for future research on fiduciary law and theory by highlighting cross-cutting themes, identifying persistent theoretical and practical challenges, and exploring how the field could be enriched through empirical analysis and interdisciplinary insights from economics, philosophy, and psychology. Unparalleled in its breadth and depth of coverage, The Oxford Handbook of Fiduciary Law represents an invaluable resource for practitioners, policymakers, scholars, and students in this essential field of law.

Cambridge Handbook of Institutional Investment and Fiduciary Duty

Cambridge Handbook of Institutional Investment and Fiduciary Duty PDF Author: James P. Hawley
Publisher: Cambridge University Press
ISBN: 9781107562080
Category : Business & Economics
Languages : en
Pages : 512

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Book Description
The Cambridge Handbook of Institutional Investment and Fiduciary Duty is a comprehensive reference work exploring recent changes and future trends in the principles that govern institutional investors and fiduciaries. A wide range of contributors offer new perspectives on dynamics that drive the current emphasis on short-term investment returns. Moreover, they analyze the forces at work in markets around the world which are bringing into sharper focus the systemic effects that investment practices have on the long-term stability of the economy and the interests of beneficiaries in financial, social and environmental sustainability. This volume provides a global and multi-faceted commentary on the evolving standards governing institutional investment, offering guidance for students, researchers and policy-makers interested in finance, governance and other aspects of the contemporary investment world. It also provides investment, business, financial media and legal professionals with the tools they need to better understand and respond to new financial market challenges of the twenty-first century.

Fiduciary Duties and Liabilities

Fiduciary Duties and Liabilities PDF Author: David H. Glusman
Publisher: CCH
ISBN: 9780808089162
Category : Business & Economics
Languages : en
Pages : 584

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Advising the Trustee on Duties and Responsibilities

Advising the Trustee on Duties and Responsibilities PDF Author:
Publisher:
ISBN:
Category : Trusts and trustees
Languages : en
Pages :

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Book Description


Fiduciary Loyalty

Fiduciary Loyalty PDF Author: Matthew Conaglen
Publisher: Bloomsbury Publishing
ISBN: 1847315569
Category : Law
Languages : en
Pages : 332

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Book Description
Winner of the second SLS Peter Birks Prize for Outstanding Legal Scholarship 2010. Fiduciary Loyalty presents a comprehensive analysis of the nature and function of fiduciary duties. The concept of loyalty, which lies at the heart of fiduciary doctrine, is a form of protection which is designed to enhance the likelihood of due performance of non-fiduciary duties, by seeking to avoid influences or temptations that may distract the fiduciary from providing such proper performance. In developing this position, the book takes the novel approach of putting to one side the difficult question of when fiduciary duties arise in order to focus attention instead on what fiduciary duties do when they are owed. The issue of when fiduciary duties arise can then be returned to, and considered more profitably, once a clear view has emerged of the function that such duties perform. The analysis advanced in the book has both practical and theoretical implications for understanding fiduciary doctrine. For example, it provides a sound conceptual footing for understanding the relationship between fiduciary and non-fiduciary duties, highlighting the practical importance of analysing both forms of duties carefully when considering fiduciary claims. Further, it explains a number of tenets within fiduciary doctrine, such as the proscriptive nature of fiduciary duties and the need to obtain the principal's fully informed consent in order to avoid fiduciary liability. Understanding the relationship between fiduciary and non-fiduciary duties also provides a solid foundation for addressing issues concerning compensatory remedies for their breach and potential defences such as contributory fault. The distinctive purpose that fiduciary duties serve also provides a firm theoretical basis for maintaining their separation from other forms of civil obligation, such as those that arise under the law of contracts and of torts.

The Erisa Fiduciary Compliance Guide

The Erisa Fiduciary Compliance Guide PDF Author: Marcia J. D. Wagner
Publisher:
ISBN: 9781936362820
Category :
Languages : en
Pages : 0

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Book Description
The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements. This breakthrough resource enables you to: - Accurately identify ERISA fiduciaries- Fulfill your fiduciary responsibilities- Make all proper disclosures- Avoid huge new applicable finesThe ERISA Fiduciary Compliance Guide delivers clear, detailed coverage of: - The expanded and evolving definition of an ERISA fiduciary- Critical changes affecting fiduciary responsibilities, liabilities, and prohibitions- Required disclosures -- including those at the service provider and participant level -- exactly how they must be made and to whom- The responsibilities of service providers acting as fiduciariesThe ERISA Fiduciary Compliance Guide Summary Table of Contents- Who and What are Fiduciaries- DOL Regulatory Efforts in 2010 - Significant Changes in Management of Retirement Plans- Service Provider Disclosures- Service Providers as Fiduciaries- Participant Level Disclosures- Managing Your Fiduciary Duties- Prohibited Transactions- Consequences of Failing to Meet Your Fiduciary Duty- Fiduciary Responsibility and the Management of Plan Assets- Investment Advice vs. Investment Education Authored by ERISA and employment law experts at The Wagner Law Group, The ERISA Fiduciary Compliance Guide is the practical reference you can rely on.