In the July/August 2018 issue of PLANADVISER Magazine David Kaleda, a principal in the firm’s Fiduciary & Plan Governance practice, provides an overview of compliance obligations for advisers in connection with principal transactions.

To view the article, please click the link below.

 

Latest Resources

Events

05/15/2025

Groom Event

News

01/22/2025

American Society of Pension Professionals & Actuaries