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Tag "David Levine"

Fiduciary Fear And Loathing In The World Of ERISA

    Fiduciary Fear And Loathing In The World Of ERISA

Thoughtleaders with the veteran experience to sift through the noise and separate the wheat of solid trends from the chaff of tiresome fads. Accurately discerning between the two can mean the difference between long-term sustainability and irretrievably sunk costs.

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Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)

    Why You’re Not Ready for the Coming 401k MEP/PEP Revolution (Even Though You Think You Are)

One of the biggest risks inherent in MEPs/PEPs is coordinating all of the many moving pieces. Here’s why people might be wrong to think they know enough about assembling a 401k MEP/PEP and regulatory compliance only heightens the potential liability.

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401k Plan Sponsors Look Before You Leap – Do MEPs Really Reduce Fees?

    401k Plan Sponsors Look Before You Leap – Do MEPs Really Reduce Fees?

Do you know the answers to the most important MEP/PEP questions – or do you only think you know the answers to the most important MEP/PEP questions?

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Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction

    Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction

“This uncertainty can be very challenging for plan sponsors. If I have to give some basic words of advice to plan sponsors, I simply say ‘stop and take a breath.’”

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