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From INVESTING AS A FIDUCIARY© Islepress 2004, 2010, 2016 by John Lohr and Ian Lohr CHAPTER 1 FIDUCIARY RESPONSIBILITY If you are the trustee of an employee benefit plan, a foundation, endowment or a common-law trust, you are probably a fiduciary, and as such have...
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ENRON: From at least 1999 through late 2001, some ENRON guys named Skilling and Causey and others manipulated Enronʼs publicly reported financial results and made false and misleading public statements about Enronʼs financial condition and its actual performance. As...
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On October 27, 2016, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. Highlights of Limitations That Remain Unchanged From 2016 ◦The contribution...
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On March 7, 1988, Judge Sweet of the Southern District Court of New York found Malcolm Cohen personally liable for $627,431 for violating his fiduciary responsibilities with respect to the investments of the Miller Druck employee benefit plan. Whitfield v. Cohen. 9...
