| Retirement Advice Cuts Across the Political Spectrum |
| High-performing advisers at the J.P. Morgan DC Summit in New York widely hope the government will make retirement savings mandatory for at least some segments of the working population.
Read more > |
|
| Fiduciary Breaches by Others |
| If you are an ERISA fiduciary to a particular committee, because you give it investment advice, you could be liable for damages resulting from the committee’s fiduciary breach under ERISA’s co-fiduciary liability rule. Learn how to mitigate the key risks.
Read more > |
|
| 2016 PLANADVISER Adviser Value Survey |
| This year, to get a better measure of the role of retirement plan specialist advisers, we also examined how results varied when a plan had an adviser serving either as a 3(38) or 3(21) fiduciary and found marked improvements—particularly with respect to plan design, oversight and evaluation.
Read more > |
|
| Helping 403(b) Clients Understand Universal Availability Rules |
| Failure to comply with universal availability rules is still one of the most common errors the Internal Revenue Service finds in examinations of 403(b) retirement plans.
Read more > |
|
