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DOL reproposes ERISA fiduciary investment advice regulations
August / September 2015
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 737
Abstract: Most everyone in the employee benefits industry agrees: Protecting retirement plans and their participants from investment advisors who may focus more on their own financial interests than those of plan participants is a good idea. However, whether the DOL’s reproposed ERISA fiduciary investment advice regulations, if adopted essentially as proposed, will be able to do that isn’t certain. This article reviews the proposed rule and its possible impact.
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Family business owners: Did you pick the right successor?
August / September 2012
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 737
Abstract: It happens all the time — the owner of a family business picks his or her successor but, after a period of time, concludes that he or she is the wrong person for the job. This article offers some options to consider for those who are in such a situation. It looks at actions that can help if the successor is capable of eventually running the business effectively, and at actions that may be necessary if it’s determined that he or she needs to go. It also discusses improving the succession process itself.
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Will the medical home trend transform how you practice medicine?
Spring 2010
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 737
Abstract: If the patient-centered medical home (PCMH) trend continues to gain ground, it will most likely involve every type of provider and require dramatic changes in health care delivery. Key to the PCMH concept is “whole-person orientation,” in which the personal physician is responsible for meeting all of the patient’s health care needs or arranging appropriate care through other qualified professionals. But transforming a medical practice to a PCMH is a major undertaking that requires a series of incremental changes. Doctors will need to tailor their conception and implementation of the PCMH model to the distinct characteristics of their practice.
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What makes a fraud interview effective?
January / February 2010
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 737
Abstract: Conducting effective fraud interviews requires knowledge about everything from behavioral psychology to criminal law to accounting and auditing rules. Before they interview a suspect, experts gather documentary evidence, interview other employees, and learn about the potential perpetrator. Armed with that information, the investigator then conducts the interview in a way that minimizes a suspect’s defensiveness. Engaging a forensic expert to perform this critical task could mean the difference between recovery of stolen funds and a successful prosecution, and the perpetrator getting away with thousands — even millions — of dollars.