Tag: Fiduciary adviser

EBSA Further Delays Investment Advice Rule

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) announced Monday that it is giving itself until May 17, 2010, to develop a new version of its final investment advice rule.

IMHO: A SunAmerica Opinion

I am admittedly something of a pension (and regulatory) geek, but when the SunAmerica Opinion was published (December 2001), it was clear that something big had just happened. 

 

IMHO: Under New Management

Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.  

Madoff Gets Life—and then Some

It may be of little consolation to his victims, but a federal judge gave Bernard Madoff a sentence that should keep him behind bars for the rest of his life.

Bringing a PPA Fiduciary Adviser to a Retirement Plan

Suggesting that many retirement plan advisers will become fiduciary advisers under the Pension Protection Act (PPA), attorney Fred Reish, Partner at Reish Luftman Reicher & Cohen, said plan sponsors should expect these advisers to be experts on a successful retirement plan, not just investments.