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Blogs
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ERISA Law
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September 15th, 2008: The day the financial industry changed forever!
Kevin Clark 9/15/24 Kevin Clark 9/15/24

September 15th, 2008: The day the financial industry changed forever!

You may be thinking what does 9/15/2008 have anything to do with ERISA? The short answer is nothing! On September 15, 2008, we saw two of the world’s largest financial institutions fail on the same day. And it did not affect ERISA law in one iota. However, it was the “birth” of the ERISA Nerd! Here is the back story . . .

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This site is for informational purposes only and does not constitute an offer to sell or solicit an offer to buy any security. This site does not constitute any legal, financial or tax advice. The site is for financial professionals to learn how they can compliantly deliver their unique advice to their clients with “held away” accounts.

Kevin T Clark, RF is the CEO of Plan Confidence Corporation which offers services for FINANCIAL PROFESSIONALS “held away” accounts through “Co-Advisory” Agreements. Plan Confidence Corporation is an “Internet Only” Registered Investment Advisor with the Securities Exchange Commission and is located at 1900 Main Street, Suite 308 Sarasota, FL 34238. Registration does not imply a certain level of skill or training. Information regarding our Registered Investment Advisor is provided in the form ADV part 2A. This document provides information about the firm, the services we offer, fees that are charged, and other significant details. If you would like to receive our most recent disclosure documents email support@planconfidence.com

All opinions on this site are that of Kevin T Clark, RF and may not represent the opinions of Plan Confidence Corporation, its employees, clients or vendors.

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