Tag: PPA

QDIA Essentials

PLANSPONSOR’s National Conference earlier this summer featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics.

IMHO: QDIA Essentials

PLANSPONSOR’s National Conference last week featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics. 

IMHO: “Access” Points

On Friday, the Department of Labor, as part of the White House’s Middle Class Task Force, formally unveiled a couple of initiatives.

Vested Interests

Vesting issues under the PPA can be a trap for the unwary

Who Needs an Adviser?

Picking the best solutions—even the best automatic solutions—still requires expertise

Making the Grade

Understanding the EACA exception for nondiscrimination tests

IMHO: "Hind" Sighted

What might the year past mean for the year ahead - on fee disclosure, target date funds, investment advice?  

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: Conference “Calls”

As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again by how much things have changed in the past year. 

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.