Magazine Articles

Congress' new MAP-21 legislation

Government debuts lifetime income initiatives (cont.)

Government debuts lifetime income initiatives

Understanding the rules for electronic disclosure of fee information  

Consequences of tax reform proposals relating to 401(k) plan contributions.

What investment details are required by the 404(a) disclosure regulation?

The influence of 401(k) fee litigation.

What plan-related details are required by the final disclosure regulation?

Emerging best practice standards relating to financial literacy of plan participants

How the changing definition of fiduciary might change your practice.

DoL proposes broadening the definition of fiduciary

ERISA fiduciary rules and target-date funds

Three different approaches under ERISA to DC plan annuitization

Best practices evolving from 401(k) fee litigation

How to deal with the DoL’s campaign against cross-selling (continued)

Final section 409A regulations are complicated, but offer opportunities for advisers

 IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments

Department of Labor QDIA regs released

Vesting issues under the PPA can be a trap for the unwary

How to deal with the DoL’s campaign against cross-selling