by Paul Fennell | Apr 16, 2015 | Articles
The retirement plan industry has been waiting for an updated “definition of fiduciary” regulation from the Department of Labor since 2010. On April 14, 2015,we got it—and at first glance, it’s a game changer. Read full article…
by Paul Fennell | Aug 1, 2014 | Articles
One of my earliest defined benefit (DB) clients, in the early 2000s when actuaries still had broad discretion over interest rate assumptions, was using 8 percent as the discount rate for liabilities. As a quick explanation of what this means, an 8 percent assumption...
by Paul Fennell | Mar 25, 2014 | Articles
Prediction: Multiple employer plans (MEPs) will grow faster than nearly any other segment of the retirement industry over the next ten years. Read full article…
by Paul Fennell | Jan 28, 2014 | Articles
Ten years ago most advisers had never heard of a 3(38) investment manager, but today “3(38)” and “3(21)” roll off the tongue—we do love our numerical buzzwords in the retirement industry. Read full article…
by Paul Fennell | May 13, 2013 | Articles
Mark Twain famously quipped upon receiving an erroneous report that he had died, “The report of my death was an exaggeration.” Today we could say the same of multiple employer plans. Multiple employer plans (MEPs) were all the rage for the past few years, until the...
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