“…anytime we are talking about disclosures, donât make them like the lovely 404a notices. Make them simple and easy to understand. Otherwise you lose the whole point of the disclosure.”
Tag "NAPA"
A leader of the field pulls no punches.
What might surprise you the most is how easily the industry will adapt to the new fiduciary guidelines.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/15
Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).