by Paul Fennell | Dec 19, 2019 | Articles
To understand a new law, it’s often helpful to read the actual law – especially since, in the case of the SECURE Act, we may well be waiting on IRS and DOL regulations for much of 2020. But what if you want to know what that legislative language actually means? Learn...
by Paul Fennell | Aug 1, 2019 | Articles
The entire retirement industry has been devising strategies and product ideas in expectation of receiving new guidance from Washington about multiple employer plans (MEPs). On July 29, 2019, one such piece of guidance arrived in the form of the Department of Labor’s...
by Paul Fennell | Jul 31, 2019 | Articles
Final regulations from the DOL open the door to new MEPs The entire retirement industry has been devising strategies and product ideas in expectation of receiving new guidance from Washington about multiple employer plans (MEPs). On July 29, 2019, one such piece of...
by Paul Fennell | Apr 1, 2019 | Articles
The term “outsourced chief investment officer” or OCIO has come into vogue over the past decade, and the rise of OCIOs and 3(38) investment managers reflects a larger trend of the growth of fully discretionary investment services. This column examines the evolution of...
by Paul Fennell | Mar 4, 2019 | Articles
For retirement plan advisers, passage of open MEP legislation could change relationships with plan sponsors and providers, as well as create the need for new distribution models. Read full article…
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