by Paul Fennell | Aug 1, 2018 | Articles
The president is scheduled to sign an executive order on retirement security tomorrow at 2 p.m. ET, August 31, and the order is rumored to involve open MEPs.Join us as we host a panel discussion taking a first look at the order and what it might mean for retirement...
by Paul Fennell | Aug 1, 2018 | Articles
Employers want more help managing their retirement plans and the industry is gearing up to deliver it. But few employers or vendors fully understand the 3(16) administrator role and the nuances of managing a multiple employer plan (MEP)—the two primary sources of...
by Paul Fennell | Jul 20, 2018 | Articles
“The DOL’s conflict of interest rules were vacated on March 15, 2018 by the U.S. Court of Appeals for the 5th Circuit—with the court issuing the final mandate on June 21, 2018. The running debate about the standards of care in the financial services industry is...
by Paul Fennell | Jul 9, 2018 | Articles
In Part 2 of our series on 401(k) administration errors, I will discuss some other problems we commonly see when working with clients – particularly new clients – and how we address them. Read full article…
by Paul Fennell | Jun 18, 2018 | Articles
Here is some not-so-breaking news when it comes to how and why things often go wrong when administering 401(k) plans: It’s very often the client’s fault. And here is some even less-than-startling news: Even if they are in fact to blame, clients find that information...
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