The Progress and Future of PEP Construction and Regulation

The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months, but the building continues, as do the efforts of the...

Proud to Be an American

When I was fresh out of the Marines in the 1990s, I thought President Clinton should resign because he had committed adultery, which is a violation...

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...

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...

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...
Proud to Be an American

Proud to Be an American

When I was fresh out of the Marines in the 1990s, I thought President Clinton should resign because he had committed adultery, which is a violation of the Uniform Code of Military Justice, and commanders (including the Commander-in-Chief) are...

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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...

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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...

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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...

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Plain Language on MEPs, PEPs and ‘Groups of Plans’

Plain Language on MEPs, PEPs and ‘Groups of Plans’

To understand a new law, it’s often helpful to read the actual law – especially since, in the case of the SECURE Act, we may well be waiting on IRS and DOL regulations for much of 2020. But what if you want to know what that legislative language...

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