If you’re a fiduciary of the acquiring plan, you want to make sure you’re not burdened with any unknown liabilities. If you’re a fiduciary of the acquired plan, you want to make sure the merger process doesn’t introduce new liabilities.
Tag "IRS"
Here’s something you don’t always see, but maybe you should.
It appears all but certain the floodgates will soon open wide, unleashing a torrent of trade association sponsored 401k MEPs. If you’re looking for the trigger that will open those floodgates, here’s what you should be paying attention to.
These are fundamental in nature. They are necessary prerequisites for 401k plan sponsors to fully inculcate themselves with more complex topics.
Social Security redux, the good, the bad and the fee ugly, and from fad to foundational investments.
New regulatory guidelines, Will fee “clarity” lead confusion? and What’s on your menu?
It’s that (Tax) Time of Year, Multiple (Fiduciary) Tugs-of-War, and Adeste Fidelty-as
Retirement policy freak out, fiduciary rumbles, and “She Loves Fees” (yeah, yeah, yeah).
The states go marching on, the inside scoop on fees, and John Bogle’s complex legacy.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/24/19
SECURE Act recap, BI coming, and ESG sizzling.