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...
by Paul Fennell | Mar 26, 2018 | Articles
By now the retirement industry recognizes that MEPs will play an expanded role in the future of the U.S. retirement system. The question for most retirement specialists is what to do about it. A study of PEPs—currently the most likely-to-pass legislative advancement...
by Paul Fennell | Mar 23, 2018 | Articles
A stand-alone pension bill that re-introduces the concept of a Pooled Employer Plan (PEP) surfaced in the Senate recently, sponsored by Senate Finance Committee Chairman Orrin Hatch, R-Utah, and Ranking Member Ron Wyden, D-Oregon. A previous version of the bill was...
by Paul Fennell | Mar 20, 2018 | Articles
The Fiduciary Standards Conversation is Just Beginning The DOL’s conflict of interest rules were vacated in their entirety on March 15, 2018 by the U.S. Court of Appeals for the 5th Circuit (which covers Texas, Louisiana, and Mississippi, but effectively kills the...
by Paul Fennell | Mar 1, 2018 | Articles
By now the retirement industry recognizes that MEPs will play an expanded role in the future of the U.S. retirement system. The question for most retirement specialists is what to do about it. A study of PEPs—currently the most likely-to pass legislative advancement...
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