CONTENTS
summer 2015
Issue no. 11
2
Publisher’s Letter • Thomas Zamiara & Sean Patton
3
Contributors
4
One Page Magazine • Roland Salmi
5
Summer 2015 Calendar
6
Res Ipsa Loquitor • Marcia S. Wagner, Esq.
8
Participant Data and Fiduciary
Responsibility in the
Information/Innovation Age • Michelle Capezza
12
DOL Proposes New Fiduciary Rule for Retirement
Advisors • Marcia S. Wagner, Esq
16
an excerpt from
“Managing Financial Risk in Retirement and Benefits
Programs” • CFO Research in collaboration with Prudential
Financial, Inc.
19
Achieving 20/20 Fiduciary Vision • By Alan Hahn, Esq.
23
from committees to costs:
5 key areas of fiduciary focus • Dave Burns
25
Meet Westminster Consulting
& Gabrielle White, Esq.
Confero | 1