ERISA vista
Are Personal Advisers ERISA Fiduciaries?
Maybe yes, if advising about a 401(k).
Reported by Fred Reish and Joan Neri
To access this premium content, please sign up for a free account!
You Might Also Like:
401GO Raises $12M Series A Funding Led by Next Frontier Capital
Rally Ventures, Impression Ventures and Stout Street Capital contributed to the round, fueling the small plan provider’s growth strategy to...
IRA Rollovers Set to Grow, but by How Much?
Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...
Judge Rules for Molina, flexPATH in ERISA Case
The District Court judge cited broad indexes as the appropriate benchmarks for plan TDFs in a ruling expected to be...