To the extent regulation improves efficiencies, there will always be winners and losers. Those who don’t benefit will always oppose the change.
Compliance
Things just got a lot tougher for plan sponsors. Here’s what expert ERISA attorneys have to say.
Which plan sponsors will be most impacted by 2012’s emerging regulation?
Deloitte’s annual survey produces two shockers: One explains why annuities aren’t as popular as the press makes them out to be, the other, well…
The Fiduciary Standard is American as motherhood, apple pie and Quaker Oatmeal.
Having no idea what the fiduciary means, and worse, not caring, most IRA R/O investors are sheep heading for their (financial) slaughter. Not anymore, if the DOL’s Phyllis Borzi has her way.
For those who believe an Investment Policy Statement (IPS) for an ERISA retirement plan helps reduce fiduciary liability, here’s a nine step process for creating a strong IPS.
How old is that 401k Investment Policy Statement? If it hasn’t been updated in a while, chances are it contains language that could get the Plan Sponsor in trouble. Here’s at least one thing you can look for.
It might surprise you to discover the industry’s loudest complaints against the fiduciary standard might also be the strongest arguments for the fiduciary standard.
