by Paul Fennell | Dec 22, 2017 | Articles
The Bill is on the President’s desk for signature. Most retirement-related provisions that had been included in early versions have been stripped out—the emphasis is on personal and corporate income tax reductions. Read full article…
by Paul Fennell | Oct 19, 2017 | Articles
Are we headed for a second ‘gold rush’ for multiple employer plans and pooledemployer plans? Legislation favorable to multiple employer plans (MEPs) is broadly expected to pass one of these days, and the pooled employer plan (PEP) variant is one of the likely...
by Paul Fennell | Sep 1, 2017 | Articles
When financial professionals (“advisors”) sell products and services to investors, what duty of care do the advisors owe to the investors? Are the advisors simply salespeople, able to sell whatever products they can to whomever will buy—as most companies in most...
by Paul Fennell | Jun 1, 2017 | Articles
Yesterday, the DOL issued a Request for Information about its Conflict of Interest rules (“COI rules”), and the nature of the questions appears to suggest that the Department is open to significant changes. Read full article…
by Paul Fennell | May 1, 2017 | Articles
This is the second in a series of three articles designed to encourage clear thinking and a bit of apoplexy. The ongoing theme is that the United States has a strong social insurance portfolio, and we like it that way, but we need to figure out how to pay for it. Read...
by Paul Fennell | Dec 1, 2016 | Articles
This is the first in a series of three articles designed to encourage thoughtful action. There is a real retirement crisis in the United States, but there is also a fake one. This article attempts to bring some levity and perspective as to which pieces of the sky are,...
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