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:
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...
What Market Abuses Are DOL’s Fiduciary Proposal Supposed to Prevent?
Supporters of the proposal say regulations are essential to protect retirement savers from conflicted advice.