Is it possible to change the matching contributions under a safe harbor 401(k) plan?
Tag: Fiduciary adviser
Does your pricing policy harbor unnecessary risk?
Referrals and a need for reassurance that savings will last through retirement are the main way and reason clients come to a financial adviser.
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.