The DOLs Request for Information on PEPs and MEPs

The DOLs Request for Information on PEPs and MEPs

The DOL released its RFI on PEP and MEP prohibited transactions on 6/17/20. This article provides a brief analysis of the RFI and what it means for PEP builders. On June 17, 2020, the Department of Labor (DOL) released a request for information (RFI) on potential...
To Absent Friends

To Absent Friends

Monday is a special day. For one thing, it is the eighth anniversary of the Department of Labor’s (DOL) publishing of advisory opinions 2012-03A and 2012-04A, governing open MEPs . A big day for the MEP world, when the DOL threw a wet blanket on the open MEP party....
Press Release: Pete Swisher and Waypoint Fiduciary

Press Release: Pete Swisher and Waypoint Fiduciary

February 13, 2020 Pete Swisher, one of the retirement industry’s most respected voices, announced today the launch of Waypoint Fiduciary LLC, a thinktank, consultant, and expert fiduciary for the U.S. retirement system. Waypoint’s first engagements are with...