| IRA-to-IRA Transfers |
| Does the DOL fiduciary rule apply when I recommend that an IRA owner transfer his IRA account to one that I will advise?
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| Majority of Multiemployer Pension Plans in Green Zone |
| “The headlines that focus on financially troubled multiemployer pension plans miss the point that the majority are healthy,” says Diane Gleave, senior vice president and an actuary with Segal.
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| Manager Changes and the Investment Policy Statement |
| The rigors of the fiduciary duty can lead plan sponsors to overreact to fund manager changes in the interest of maintaining an atmosphere of proactivity with respect to the investment policy statement.
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| Non-Profit Plan Sponsor Clients Can Apply for IRS Committee |
| Members of the “ACT” committee are in a unique position to provide observations about current or proposed IRS policies, programs and procedures, and suggest improvements through a yearly final report.
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