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…
by Paul Fennell | Oct 1, 2018 | Articles
A Regulatory Update On October 22, 2018, the Department of Labor (DOL) released proposed regulations that expand the availability of multiple employer plans (MEPs) that are considered single plans under ERISA purposes. The proposal represents a rapid response to the...
by Paul Fennell | Oct 1, 2018 | Articles
This column aims to communicate some essential, but widely misunderstood, actuarial and investment concepts, and to aid employers with DB plans in understanding what they have and what to do with them. Read full article…
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